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Courier Capital’s iShares US Real Estate ETF IYR Stock Holding History

Courier Capital’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 		$6.54M Buy
63,916
+3,141
+5% +$319K 0.33% 79
2026
Q1 		$5.75M Buy
60,775
+3,079
+5% +$299K 0.32% 78
2025
Q4 		$5.42M Buy
57,696
+1,631
+3% +$155K 0.3% 83
2025
Q3 		$5.44M Buy
56,065
+2,645
+5% +$255K 0.31% 81
2025
Q2 		$5.06M Buy
53,420
+692
+1% +$64.6K 0.31% 84
2025
Q1 		$5.05M Buy
52,728
+783
+2% +$74.5K 0.33% 79
2024
Q4 		$4.83M Buy
51,945
+254
+0.5% +$25K 0.33% 77
2024
Q3 		$5.27M Buy
51,691
+407
+0.8% +$39.2K 0.36% 69
2024
Q2 		$4.5M Sell
51,284
-213
-0.4% -$18.3K 0.36% 63
2024
Q1 		$4.63M Sell
51,497
-98
-0.2% -$8.66K 0.33% 71
2023
Q4 		$4.72M Buy
51,595
+153
+0.3% +$12.5K 0.36% 68
2023
Q3 		$4.02M Sell
51,442
-279
-0.5% -$23.8K 0.33% 71
2023
Q2 		$4.48M Buy
51,721
+612
+1% +$51.4K 0.35% 66
2023
Q1 		$4.34M Buy
51,109
+1,172
+2% +$103K 0.48% 49
2022
Q4 		$4.2M Buy
49,937
+1,690
+4% +$142K 0.48% 52
2022
Q3 		$3.93M Buy
48,247
+234
+0.5% +$22.2K 0.49% 54
2022
Q2 		$4.42M Buy
48,013
+992
+2% +$98.9K 0.52% 50
2022
Q1 		$5.09M Buy
47,021
+537
+1% +$56.7K 0.51% 51
2021
Q4 		$5.4M Buy
46,484
+358
+0.8% +$39.2K 0.5% 49
2021
Q3 		$4.72M Sell
46,126
-1,082
-2% -$115K 0.45% 52
2021
Q2 		$4.81M Buy
47,208
+268
+0.6% +$26.6K 0.46% 49
2021
Q1 		$4.32M Buy
46,940
+1,281
+3% +$112K 0.44% 53
2020
Q4 		$3.91M Buy
45,659
+1,239
+3% +$103K 0.42% 55
2020
Q3 		$3.6M Sell
44,420
-12,149
-21% -$981K 0.43% 55
2020
Q2 		$4.54M Buy
56,569
+483
+0.9% +$36.6K 0.58% 37
2020
Q1 		$4.04M Buy
56,086
+3,477
+7% +$308K 0.6% 37
2019
Q4 		$4.85M Buy
52,609
+842
+2% +$78.1K 0.57% 43
2019
Q3 		$4.82M Sell
51,767
-277
-0.5% -$25.2K 0.63% 39
2019
Q2 		$4.54M Buy
52,044
+393
+0.8% +$34.4K 0.58% 41
2019
Q1 		$4.5M Buy
51,651
+148
+0.3% +$12.2K 0.58% 41
2018
Q4 		$3.86M Buy
51,503
+243
+0.5% +$19.1K 0.57% 46
2018
Q3 		$4.1M Buy
51,260
+543
+1% +$44.3K 0.5% 50
2018
Q2 		$4.09M Buy
50,717
+88
+0.2% +$6.78K 0.53% 50
2018
Q1 		$3.82M Sell
50,629
-331
-0.6% -$25.1K 0.5% 51
2017
Q4 		$4.13M Buy
+50,960
New +$4.14M 0.53% 51
2017
Q3 		– Sell
-52,807
Closed -$4.21M – 293
2017
Q2 		$4.21M Sell
52,807
-79
-0.1% -$6.28K 0.72% 29
2017
Q1 		$4.15M Buy
52,886
+280
+0.5% +$21.9K 0.73% 28
2016
Q4 		$4.05M Buy
52,606
+684
+1% +$52K 0.77% 26
2016
Q3 		$4.19M Buy
51,922
+54
+0.1% +$4.47K 0.83% 25
2016
Q2 		$4.27M Buy
51,868
+1,200
+2% +$94.1K 0.85% 25
2016
Q1 		$3.94M Buy
50,668
+1,812
+4% +$131K 0.82% 25
2015
Q4 		$3.67M Buy
48,856
+725
+2% +$54.1K 0.79% 26
2015
Q3 		$3.42M Sell
48,131
-310
-0.6% -$22.6K 0.75% 28
2015
Q2 		$3.45M Buy
48,441
+577
+1% +$43.8K 0.7% 29
2015
Q1 		$3.8M Buy
47,864
+98
+0.2% +$7.84K 0.75% 28
2014
Q4 		$3.67M Buy
47,766
+1,294
+3% +$96.8K 0.74% 30
2014
Q3 		$3.22M Buy
46,472
+822
+2% +$59.5K 0.65% 35
2014
Q2 		$3.28M Buy
45,650
+716
+2% +$50.4K 0.65% 36
2014
Q1 		$3.04M Buy
44,934
+5,062
+13% +$336K 0.63% 39
2013
Q4 		$2.52M Buy
39,872
+232
+0.6% +$14.9K 0.54% 46
2013
Q3 		$2.53M Buy
39,640
+2,241
+6% +$146K 0.58% 40
2013
Q2 		$2.48M Buy
+37,399
New +$2.64M 0.62% 42

Other funds holding IYR

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
DI
DDFG Inc Thousand Oaks, California $504M AUM 18.61% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
UW
Unique Wealth Clearwater, Florida $858M AUM 20.52% 1-Year Est. Return
MGIA
Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return
ADEF
Adams Diversified Equity Fund Baltimore, Maryland $3.27B AUM 45.57% 1-Year Est. Return
OFG
Omega Financial Group Santa Barbara, California $329M AUM 17.3% 1-Year Est. Return

Courier Capital's IYR Position: Q2 2026 in Review

Courier Capital increased its iShares US Real Estate ETF (IYR) stake by 5.2% in Q2 2026, buying an estimated $319K and bringing the position to 63,916 shares worth $6.54M. The position accounts for 0.33% of the portfolio, ranked #79.

Courier Capital first reported a position in IYR in Q2 2013 and has held it in 52 quarters since. 179 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

  • Courier Capital held 63,916 shares of iShares US Real Estate ETF worth $6.54M as of Q2 2026.
  • Courier Capital bought 3,141 iShares US Real Estate ETF shares in Q2 2026, an estimated $319K.
  • iShares US Real Estate ETF made up 0.33% of Courier Capital's portfolio in Q2 2026, its #79 holding.
  • Courier Capital first reported a position in iShares US Real Estate ETF in Q2 2013 and has held it in 52 quarters since.
  • 179 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on Courier Capital's 13F filing for Q2 2026, filed 16 Jul 2026.