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	–	2128
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

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $82.3B AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

IMPI

Ilmarinen Mutual Pension Insurance Helsinki, Finland $14.8B AUM 26% 1-Year Est. Return

SOAM

SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

CoreCap Advisors's IYR Position: Q2 2026 in Review

CoreCap Advisors held its iShares US Real Estate ETF (IYR) position steady in Q2 2026 at 449 shares worth $45.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1447.

CoreCap Advisors first reported a position in IYR in Q4 2021 and has held it in 13 quarters since. The position peaked at $4.65M in Q4 2024. 486 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

CoreCap Advisors held 449 shares of iShares US Real Estate ETF worth $45.9K as of Q2 2026.
CoreCap Advisors left its iShares US Real Estate ETF share count unchanged in Q2 2026.
iShares US Real Estate ETF made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #1447 holding.
CoreCap Advisors first reported a position in iShares US Real Estate ETF in Q4 2021 and has held it in 13 quarters since.
CoreCap Advisors's iShares US Real Estate ETF position peaked at $4.65M in Q4 2024.
486 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.