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

KM 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	$2.51M	Buy	+24,543	New	+$2.49M	1.18%	19
2026 Q1	–	Sell	-24,974	Closed	-$2.34M	–	88
2025 Q4	$2.34M	Sell	24,974 -22	-0.1%	-$2.1K	1.2%	20
2025 Q3	$2.43M	Sell	24,996 -5,515	-18%	-$531K	1.12%	20
2025 Q2	$2.89M	Buy	30,511 +207	+0.7%	+$19.3K	1.43%	19
2025 Q1	$2.9M	Buy	30,304 +2,646	+10%	+$252K	1.56%	18
2024 Q4	$2.57M	Buy	27,658 +1,156	+4%	+$114K	1.33%	18
2024 Q3	$2.7M	Buy	26,502 +32	+0.1%	+$3.08K	1.44%	15
2024 Q2	$2.32M	Buy	26,470 +1,153	+5%	+$98.9K	1.2%	20
2024 Q1	$2.28M	Sell	25,317 -7,489	-23%	-$662K	1.26%	19
2023 Q4	$3M	Sell	32,806 -1,101	-3%	-$90.1K	1.73%	17
2023 Q3	$2.65M	Buy	+33,907	New	+$2.89M	1.81%	17

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

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

KM Capital Management opened a new position in iShares US Real Estate ETF (IYR) in Q2 2026: 24,543 shares worth $2.51M. The stake represents 1.18% of the portfolio and ranks #19 among its holdings. This is a return to the name: KM Capital Management previously reported a position in IYR as recently as Q4 2025.

KM Capital Management first reported a position in IYR in Q3 2023 and has held it in 11 quarters since. The position peaked at $3M in Q4 2023. 484 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

KM Capital Management held 24,543 shares of iShares US Real Estate ETF worth $2.51M as of Q2 2026.
iShares US Real Estate ETF was a new KM Capital Management position in Q2 2026.
iShares US Real Estate ETF made up 1.18% of KM Capital Management's portfolio in Q2 2026, its #19 holding.
KM Capital Management first reported a position in iShares US Real Estate ETF in Q3 2023 and has held it in 11 quarters since.
KM Capital Management's iShares US Real Estate ETF position peaked at $3M in Q4 2023.
484 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on KM Capital Management's 13F filing for Q2 2026, filed 17 Aug 2026.