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MCA
Maryland Capital Advisors’s
iShares US Real Estate ETF
IYR
Stock Holding History
Maryland Capital Advisors’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
Q4
$54.5K
Hold
580
–
–
0.02%
138
2025
Q3
$56.3K
Hold
580
–
–
0.02%
131
2025
Q2
$55K
Hold
580
–
–
0.02%
130
2025
Q1
$55.5K
Hold
580
–
–
0.02%
120
2024
Q4
$54K
Hold
580
–
–
0.03%
122
2024
Q3
$59.1K
Hold
580
–
–
0.03%
113
2024
Q2
$50.9K
Hold
580
–
–
0.03%
115
2024
Q1
$52.1K
Hold
580
–
–
0.03%
108
2023
Q4
$53K
Hold
580
–
–
0.04%
106
2023
Q3
$45.3K
Hold
580
–
–
0.03%
109
2023
Q2
$50.2K
Hold
580
–
–
0.04%
108
2023
Q1
$49.2K
Hold
580
–
–
0.04%
104
2022
Q4
$48.8K
Hold
580
–
–
0.05%
103
2022
Q3
$47K
Hold
580
–
–
0.05%
92
2022
Q2
$53K
Hold
580
–
–
0.06%
90
2022
Q1
$63K
Hold
580
–
–
0.06%
83
2021
Q4
$67K
Buy
+580
New
+$63.5K
0.06%
82
Other funds holding IYR
Barclays
London, United Kingdom
$280B AUM
33.63%
1-Year Est. Return
WI
WealthNavi Inc
Shinagawa-Ku, Tokyo, Japan
$11.5B AUM
18.72%
1-Year Est. Return
HSBC Holdings
London, United Kingdom
$168B AUM
27.2%
1-Year Est. Return
CWM
CIBC World Markets
New York
$19.9B AUM
T. Rowe Price Associates
Baltimore, Maryland
$865B AUM
30.76%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
BNP Paribas Financial Markets
Paris, France
$152B AUM
31.61%
1-Year Est. Return
Citigroup
New York
$157B AUM
32.99%
1-Year Est. Return
Two Sigma Investments
New York
$121B AUM
33.93%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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