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Courage Miller Partners’s iShares US Real Estate ETF IYR Stock Holding History

Courage Miller Partners’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 		$799K Buy
7,810
+172
+2% +$17.5K 0.21% 46
2026
Q1 		$722K Buy
7,638
+126
+2% +$12.2K 0.2% 48
2025
Q4 		$705K Buy
7,512
+343
+5% +$32.7K 0.21% 42
2025
Q3 		$696K Buy
7,169
+297
+4% +$28.6K 0.21% 43
2025
Q2 		$651K Buy
6,872
+373
+6% +$34.8K 0.21% 45
2025
Q1 		$622K Buy
6,499
+86
+1% +$8.18K 0.21% 46
2024
Q4 		$597K Buy
6,413
+59
+0.9% +$5.82K 0.2% 48
2024
Q3 		$647K Sell
6,354
-143
-2% -$13.8K 0.22% 48
2024
Q2 		$570K Buy
6,497
+8
+0.1% +$686 0.21% 50
2024
Q1 		$583K Sell
6,489
-138
-2% -$12.2K 0.2% 52
2023
Q4 		$606K Sell
6,627
-913
-12% -$74.7K 0.23% 47
2023
Q3 		$589K Buy
7,540
+273
+4% +$23.3K 0.24% 47
2023
Q2 		$629K Buy
7,267
+96
+1% +$8.06K 0.26% 48
2023
Q1 		$609K Buy
7,171
+258
+4% +$22.6K 0.26% 48
2022
Q4 		$582K Buy
6,913
+1,114
+19% +$93.6K 0.27% 45
2022
Q3 		$472K Buy
5,799
+14
+0.2% +$1.32K 0.24% 52
2022
Q2 		$532K Buy
5,785
+18
+0.3% +$1.79K 0.25% 49
2022
Q1 		$624K Buy
5,767
+55
+1% +$5.8K 0.25% 51
2021
Q4 		$663K Sell
5,712
-201
-3% -$22K 0.25% 51
2021
Q3 		$605K Sell
5,913
-812
-12% -$86.4K 0.24% 54
2021
Q2 		$686K Buy
6,725
+411
+7% +$40.8K 0.28% 55
2021
Q1 		$580K Sell
6,314
-138
-2% -$12.1K 0.25% 58
2020
Q4 		$553K Buy
6,452
+852
+15% +$70.9K 0.25% 59
2020
Q3 		$441K Buy
5,600
+1
+0% +$81 0.24% 60
2020
Q2 		$441K Buy
5,599
+254
+5% +$19.3K 0.24% 60
2020
Q1 		$371K Sell
5,345
-309
-5% -$27.3K 0.23% 57
2019
Q4 		$526K Buy
5,654
+10
+0.2% +$927 0.27% 56
2019
Q3 		$528K Sell
5,644
-360
-6% -$32.8K 0.29% 52
2019
Q2 		$524K Buy
6,004
+25
+0.4% +$2.19K 0.29% 53
2019
Q1 		$520K Buy
5,979
+5
+0.1% +$413 0.29% 55
2018
Q4 		$447K Buy
5,974
+226
+4% +$17.8K 0.27% 57
2018
Q3 		$460K Buy
5,748
+2
+0% +$163 0.26% 57
2018
Q2 		$463K Buy
5,746
+100
+2% +$7.71K 0.27% 57
2018
Q1 		$426K Buy
5,646
+595
+12% +$45.1K 0.26% 57
2017
Q4 		$409K Buy
5,051
+190
+4% +$15.4K 0.25% 57
2017
Q3 		$388K Sell
4,861
-175
-3% -$14.1K 0.24% 57
2017
Q2 		$402K Sell
5,036
-95
-2% -$7.56K 0.26% 55
2017
Q1 		$403K Buy
5,131
+891
+21% +$69.5K 0.28% 55
2016
Q4 		$326K Buy
4,240
+740
+21% +$56.2K 0.23% 58
2016
Q3 		$282K Buy
3,500
+10
+0.3% +$828 0.2% 60
2016
Q2 		$288K Sell
3,490
-733
-17% -$57.5K 0.21% 61
2016
Q1 		$329K Sell
4,223
-5
-0.1% -$363 0.23% 56
2015
Q4 		$317K Buy
4,228
+735
+21% +$54.9K 0.22% 57
2015
Q3 		$248K Buy
3,493
+18
+0.5% +$1.31K 0.18% 58
2015
Q2 		$248K Sell
3,475
-539
-13% -$40.9K 0.18% 55
2015
Q1 		$318K Buy
4,014
+623
+18% +$49.8K 0.24% 53
2014
Q4 		$261K Sell
3,391
-62
-2% -$4.64K 0.22% 53
2014
Q3 		$239K Buy
3,453
+207
+6% +$15K 0.19% 54
2014
Q2 		$233K Sell
3,246
-65
-2% -$4.58K 0.17% 58
2014
Q1 		$224K Buy
+3,311
New +$220K 0.18% 55

Other funds holding IYR

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $82.3B AUM
UBS Group
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

Courage Miller Partners's IYR Position: Q2 2026 in Review

Courage Miller Partners increased its iShares US Real Estate ETF (IYR) stake by 2.3% in Q2 2026, buying an estimated $17.5K and bringing the position to 7,810 shares worth $799K. The position accounts for 0.21% of the portfolio, ranked #46.

Courage Miller Partners first reported a position in IYR in Q1 2014 and has held it in 50 quarters since. 486 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

  • Courage Miller Partners held 7,810 shares of iShares US Real Estate ETF worth $799K as of Q2 2026.
  • Courage Miller Partners bought 172 iShares US Real Estate ETF shares in Q2 2026, an estimated $17.5K.
  • iShares US Real Estate ETF made up 0.21% of Courage Miller Partners's portfolio in Q2 2026, its #46 holding.
  • Courage Miller Partners first reported a position in iShares US Real Estate ETF in Q1 2014 and has held it in 50 quarters since.
  • 486 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on Courage Miller Partners's 13F filing for Q2 2026, filed 23 Jul 2026.