CoreCap Advisors’s iShares US Real Estate ETF IYR Stock Holding History

CoreCap Advisors’s Portfolio IYR Stock Details IYR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$45.9K	Hold	449	–	–	﹤0.01%	1447
2026 Q1	$42.5K	Hold	449	–	–	﹤0.01%	1375
2025 Q4	$42.2K	Sell	449 -39	-8%	-$3.72K	﹤0.01%	1403
2025 Q3	$47.4K	Sell	488 -12,589	-96%	-$1.21M	﹤0.01%	1344
2025 Q2	$1.24M	Buy	13,077 +12,122	+1,269%	+$1.13M	0.05%	307
2025 Q1	$91.4K	Sell	955 -49,017	-98%	-$4.66M	﹤0.01%	940
2024 Q4	$4.65M	Buy	49,972 +18,372	+58%	+$1.81M	0.21%	89
2024 Q3	$3.22M	Buy	+31,600	New	+$3.04M	0.15%	141
2024 Q2	–	Sell	-958	Closed	-$86.1K	–	2142
2024 Q1	$86.1K	Buy	+958	New	+$84.7K	﹤0.01%	901
2022 Q4	$129K	Buy	+1,538	New	+$129K	0.01%	642
2022 Q3	–	Sell	-3,569	Closed	-$328K	–	1318
2022 Q2	$328K	Sell	3,569 -4,611	-56%	-$460K	0.03%	408
2022 Q1	$885K	Sell	8,180 -3,355	-29%	-$354K	0.06%	245
2021 Q4	$1.34M	Buy	+11,535	New	+$1.26M	0.09%	180

Other funds holding IYR

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Dogwood Wealth Management Lenexa, Kansas $253M AUM 19.41% 1-Year Est. Return

First Financial Corp Terre Haute, Indiana $289M AUM 28.65% 1-Year Est. Return

First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Sterling Investment Advisors (Missouri) Bolivar, Missouri $223M AUM 15.6% 1-Year Est. Return