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CX Institutional’s iShares US Real Estate ETF IYR Stock Holding History

CX Institutional’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 		$1K Sell
10
-51
-84% -$5.17K ﹤0.01% 1530
2026
Q1 		$6K Sell
61
-884
-94% -$85.9K ﹤0.01% 1349
2025
Q4 		$89K Buy
945
+903
+2,150% +$86.1K ﹤0.01% 872
2025
Q3 		$4K Sell
42
-180
-81% -$17.3K ﹤0.01% 1276
2025
Q2 		$21K Buy
222
+180
+429% +$16.8K ﹤0.01% 954
2025
Q1 		$4K Buy
+42
New +$4K ﹤0.01% 1088
2023
Q1 		– Sell
-57,408
Closed -$4.83M – 535
2022
Q4 		$4.83M Buy
57,408
+29,326
+104% +$2.46M 0.29% 87
2022
Q3 		$2.29M Sell
28,082
-4,244
-13% -$402K 0.16% 159
2022
Q2 		$2.97M Buy
32,326
+4,807
+17% +$479K 0.22% 115
2022
Q1 		$2.98M Buy
27,519
+8,906
+48% +$940K 0.24% 114
2021
Q4 		$2.16M Buy
18,613
+10,124
+119% +$1.11M 0.17% 151
2021
Q3 		$869K Buy
8,489
+8,450
+21,667% +$899K 0.07% 219
2021
Q2 		$4K Buy
+39
New +$3.87K ﹤0.01% 877

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

CX Institutional's IYR Position: Q2 2026 in Review

CX Institutional reduced its iShares US Real Estate ETF (IYR) stake by 84% in Q2 2026, selling an estimated $5.17K and leaving 10 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1530.

CX Institutional first reported a position in IYR in Q2 2021 and has held it in 13 quarters since. The position peaked at $4.83M in Q4 2022. 486 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

  • CX Institutional held 10 shares of iShares US Real Estate ETF worth $1K as of Q2 2026.
  • CX Institutional sold 51 iShares US Real Estate ETF shares in Q2 2026, an estimated $5.17K.
  • iShares US Real Estate ETF made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #1530 holding.
  • CX Institutional first reported a position in iShares US Real Estate ETF in Q2 2021 and has held it in 13 quarters since.
  • CX Institutional's iShares US Real Estate ETF position peaked at $4.83M in Q4 2022.
  • 486 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.