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

Delta Capital Management’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	$346K	Hold	3,380	–	–	0.16%	81
2026 Q1	$320K	Hold	3,380	–	–	0.18%	84
2025 Q4	$317K	Hold	3,380	–	–	0.18%	83
2025 Q3	$328K	Hold	3,380	–	–	0.17%	83
2025 Q2	$320K	Hold	3,380	–	–	0.18%	83
2025 Q1	$324K	Hold	3,380	–	–	0.19%	82
2024 Q4	$315K	Buy	+3,380	New	+$333K	0.18%	86

Other funds holding IYR

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $82.3B AUM

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

Delta Capital Management's IYR Position: Q2 2026 in Review

Delta Capital Management held its iShares US Real Estate ETF (IYR) position steady in Q2 2026 at 3,380 shares worth $346K. The position accounts for 0.16% of the portfolio, ranked #81.

Delta Capital Management first reported a position in IYR in Q4 2024 and has held it in 7 quarters since. 486 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

Delta Capital Management held 3,380 shares of iShares US Real Estate ETF worth $346K as of Q2 2026.
Delta Capital Management left its iShares US Real Estate ETF share count unchanged in Q2 2026.
iShares US Real Estate ETF made up 0.16% of Delta Capital Management's portfolio in Q2 2026, its #81 holding.
Delta Capital Management first reported a position in iShares US Real Estate ETF in Q4 2024 and has held it in 7 quarters since.
486 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

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