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

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