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

Hexagon Capital Partners’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
2025
Q2 		– Sell
-1,648
Closed -$158K – 907
2025
Q1 		$158K Sell
1,648
-17
-1% -$1.62K 0.03% 250
2024
Q4 		$155K Sell
1,665
-272
-14% -$26.8K 0.03% 254
2024
Q3 		$197K Sell
1,937
-1
-0.1% -$96 0.04% 217
2024
Q2 		$170K Sell
1,938
-40
-2% -$3.43K 0.04% 223
2024
Q1 		$178K Sell
1,978
-649
-25% -$57.4K 0.04% 221
2023
Q4 		$240K Sell
2,627
-3,057
-54% -$250K 0.06% 166
2023
Q3 		$444K Sell
5,684
-806
-12% -$68.7K 0.12% 85
2023
Q2 		$562K Sell
6,490
-433
-6% -$36.4K 0.15% 67
2023
Q1 		$588K Sell
6,923
-48
-0.7% -$4.2K 0.16% 63
2022
Q4 		$587K Sell
6,971
-495
-7% -$41.6K 0.17% 61
2022
Q3 		$608K Sell
7,466
-10
-0.1% -$947 0.18% 63
2022
Q2 		$688K Sell
7,476
-30
-0.4% -$2.99K 0.21% 60
2022
Q1 		$812K Hold
7,506
– – 0.21% 55
2021
Q4 		$872K Hold
7,506
– – 0.23% 52
2021
Q3 		$769K Sell
7,506
-114
-1% -$12.1K 0.22% 54
2021
Q2 		$777K Buy
7,620
+64
+0.8% +$6.35K 0.22% 51
2021
Q1 		$694K Sell
7,556
-241
-3% -$21.1K 0.19% 50
2020
Q4 		$667K Sell
7,797
-6
-0.1% -$500 0.2% 47
2020
Q3 		$620K Buy
+7,803
New +$630K 0.2% 48

Other funds holding IYR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return
CWM
CIBC World Markets New York $20.8B AUM
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

Hexagon Capital Partners's IYR Position: Q2 2025 in Review

Hexagon Capital Partners sold out of iShares US Real Estate ETF (IYR) in Q2 2025, closing a stake of 1,648 shares — an estimated $158K sold.

Hexagon Capital Partners first reported a position in IYR in Q3 2020 and held it in 19 quarters. The position peaked at $872K in Q4 2021. 476 funds tracked by Wall St. Rank hold IYR as of Q2 2025.

  • Hexagon Capital Partners reported no remaining iShares US Real Estate ETF position as of Q2 2025 after selling out during the quarter.
  • Hexagon Capital Partners sold 1,648 iShares US Real Estate ETF shares in Q2 2025, an estimated $158K.
  • Hexagon Capital Partners first reported a position in iShares US Real Estate ETF in Q3 2020 and held it in 19 quarters.
  • Hexagon Capital Partners's iShares US Real Estate ETF position peaked at $872K in Q4 2021.
  • 476 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2025.

Based on Hexagon Capital Partners's 13F filing for Q2 2025, filed 11 Aug 2025.