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

Lakeshore Capital Group’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	$348K	Buy	3,401 +1	+0%	+$101	0.26%	69
2026 Q1	$322K	Sell	3,400 -30	-0.9%	-$2.91K	0.26%	71
2025 Q4	$322K	Sell	3,430 -8	-0.2%	-$762	0.26%	74
2025 Q3	$334K	Buy	3,438 +33	+1%	+$3.17K	0.27%	73
2025 Q2	$323K	Buy	3,405 +120	+4%	+$11.2K	0.29%	71
2025 Q1	$315K	Buy	+3,285	New	+$312K	0.3%	68

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

Lakeshore Capital Group's IYR Position: Q2 2026 in Review

Lakeshore Capital Group increased its iShares US Real Estate ETF (IYR) stake by 0.03% in Q2 2026, buying an estimated $101 and bringing the position to 3,401 shares worth $348K. The position accounts for 0.26% of the portfolio, ranked #69.

Lakeshore Capital Group first reported a position in IYR in Q1 2025 and has held it in 6 quarters since. 486 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

Lakeshore Capital Group held 3,401 shares of iShares US Real Estate ETF worth $348K as of Q2 2026.
Lakeshore Capital Group bought 1 iShares US Real Estate ETF share in Q2 2026, an estimated $101.
iShares US Real Estate ETF made up 0.26% of Lakeshore Capital Group's portfolio in Q2 2026, its #69 holding.
Lakeshore Capital Group first reported a position in iShares US Real Estate ETF in Q1 2025 and has held it in 6 quarters since.
486 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on Lakeshore Capital Group's 13F filing for Q2 2026, filed 31 Jul 2026.