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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
Q3 		$1K Hold
10
– – ﹤0.01% 1628
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

MGIA
Matthew Goff Investment Advisor Houston, Texas $672M AUM 21.65% 1-Year Est. Return
CCM
Consolidated Capital Management Burbank, California $364M AUM 42.75% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
FCFC
First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
BA
Ballew Advisors Jackson, Mississippi $201M AUM 10.31% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
CFP
Cypress Financial Planning Haddon Heights, New Jersey $373M AUM 6.05% 1-Year Est. Return

CX Institutional's IYR Position: Q3 2026 in Review

CX Institutional held its iShares US Real Estate ETF (IYR) position steady in Q3 2026 at 10 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1628.

CX Institutional first reported a position in IYR in Q2 2021 and has held it in 14 quarters since. The position peaked at $4.83M in Q4 2022. 24 funds tracked by Wall St. Rank hold IYR as of Q3 2026.

  • CX Institutional held 10 shares of iShares US Real Estate ETF worth $1K as of Q3 2026.
  • CX Institutional left its iShares US Real Estate ETF share count unchanged in Q3 2026.
  • iShares US Real Estate ETF made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1628 holding.
  • CX Institutional first reported a position in iShares US Real Estate ETF in Q2 2021 and has held it in 14 quarters since.
  • CX Institutional's iShares US Real Estate ETF position peaked at $4.83M in Q4 2022.
  • 24 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.