Kagan Cocozza Asset Management’s iShares US Real Estate ETF IYR Stock Holding History

Kagan Cocozza Asset 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	$891K	Sell	8,714 -376	-4%	-$38.2K	0.56%	29
2026 Q1	$860K	Buy	9,090 +35	+0.4%	+$3.4K	0.6%	27
2025 Q4	$850K	Sell	9,055 -68	-0.7%	-$6.48K	0.6%	27
2025 Q3	$886K	Sell	9,123 -262	-3%	-$25.2K	0.67%	27
2025 Q2	$889K	Sell	9,385 -179	-2%	-$16.7K	0.68%	27
2025 Q1	$916K	Sell	9,564 -62	-0.6%	-$5.9K	0.75%	24
2024 Q4	$896K	Buy	+9,626	New	+$949K	0.74%	26

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

Kagan Cocozza Asset Management's IYR Position: Q2 2026 in Review

Kagan Cocozza Asset Management reduced its iShares US Real Estate ETF (IYR) stake by 4.1% in Q2 2026, selling an estimated $38.2K and leaving 8,714 shares worth $891K. The position accounts for 0.56% of the portfolio, ranked #29.

Kagan Cocozza Asset Management first reported a position in IYR in Q4 2024 and has held it in 7 quarters since. The position peaked at $916K in Q1 2025. 486 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

Kagan Cocozza Asset Management held 8,714 shares of iShares US Real Estate ETF worth $891K as of Q2 2026.
Kagan Cocozza Asset Management sold 376 iShares US Real Estate ETF shares in Q2 2026, an estimated $38.2K.
iShares US Real Estate ETF made up 0.56% of Kagan Cocozza Asset Management's portfolio in Q2 2026, its #29 holding.
Kagan Cocozza Asset Management first reported a position in iShares US Real Estate ETF in Q4 2024 and has held it in 7 quarters since.
Kagan Cocozza Asset Management's iShares US Real Estate ETF position peaked at $916K in Q1 2025.
486 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on Kagan Cocozza Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.