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

Inscription Capital’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	-2,700	Closed	-$243K	–	525
2025 Q1	$243K	Buy	+2,700	New	+$257K	0.04%	286
2024 Q3	$275K	Hold	2,700	–	–	0.04%	291
2024 Q2	$237K	Hold	2,700	–	–	0.04%	296
2024 Q1	$243K	Hold	2,700	–	–	0.04%	286
2023 Q4	$247K	Hold	2,700	–	–	0.07%	184
2023 Q3	$211K	Hold	2,700	–	–	0.07%	172
2023 Q2	$234K	Hold	2,700	–	–	0.07%	169
2023 Q1	$229K	Hold	2,700	–	–	0.06%	185
2022 Q4	$227K	Sell	2,700 -2,610	-49%	-$219K	0.08%	183
2022 Q3	$432K	Hold	5,310	–	–	0.12%	120
2022 Q2	$488K	Hold	5,310	–	–	0.09%	158
2022 Q1	$575K	Hold	5,310	–	–	0.16%	110
2021 Q4	$617K	Hold	5,310	–	–	0.17%	117
2021 Q3	$544K	Buy	+5,310	New	+$565K	0.17%	116
2021 Q2	–	Sell	-5,310	Closed	-$488K	–	357
2021 Q1	$488K	Hold	5,310	–	–	0.17%	114
2020 Q4	$455K	Sell	5,310 -390	-7%	-$32.5K	0.18%	106
2020 Q3	$455K	Hold	5,700	–	–	0.2%	96
2020 Q2	$449K	Hold	5,700	–	–	0.25%	78
2020 Q1	$397K	Hold	5,700	–	–	0.26%	77
2019 Q4	$531K	Hold	5,700	–	–	0.24%	86
2019 Q3	$533K	Hold	5,700	–	–	0.29%	83
2019 Q2	$502K	Buy	5,700 +390	+7%	+$34.1K	0.38%	55
2019 Q1	$462K	Hold	5,310	–	–	0.24%	72
2018 Q4	$398K	Buy	+5,310	New	+$417K	0.22%	80

Other funds holding IYR

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

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

CWM

CIBC World Markets New York $20.8B AUM

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

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

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

Inscription Capital's IYR Position: Q2 2025 in Review

Inscription Capital sold out of iShares US Real Estate ETF (IYR) in Q2 2025, closing a stake of 2,700 shares — an estimated $243K sold.

Inscription Capital first reported a position in IYR in Q4 2018 and held it in 24 quarters. The position peaked at $617K in Q4 2021. 476 funds tracked by Wall St. Rank hold IYR as of Q2 2025.

Inscription Capital reported no remaining iShares US Real Estate ETF position as of Q2 2025 after selling out during the quarter.
Inscription Capital sold 2,700 iShares US Real Estate ETF shares in Q2 2025, an estimated $243K.
Inscription Capital first reported a position in iShares US Real Estate ETF in Q4 2018 and held it in 24 quarters.
Inscription Capital's iShares US Real Estate ETF position peaked at $617K in Q4 2021.
476 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2025.

Based on Inscription Capital's 13F filing for Q2 2025, filed 12 Aug 2025.