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
2026 Q2	$59.3K	Buy	+580	New	+$58.9K	0.02%	127
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

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

Maryland Capital Advisors's IYR Position: Q2 2026 in Review

Maryland Capital Advisors opened a new position in iShares US Real Estate ETF (IYR) in Q2 2026: 580 shares worth $59.3K. The stake represents 0.02% of the portfolio and ranks #127 among its holdings. This is a return to the name: Maryland Capital Advisors previously reported a position in IYR as recently as Q4 2025.

Maryland Capital Advisors first reported a position in IYR in Q4 2021 and has held it in 18 quarters since. The position peaked at $67K in Q4 2021. 486 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

Maryland Capital Advisors held 580 shares of iShares US Real Estate ETF worth $59.3K as of Q2 2026.
iShares US Real Estate ETF was a new Maryland Capital Advisors position in Q2 2026.
iShares US Real Estate ETF made up 0.02% of Maryland Capital Advisors's portfolio in Q2 2026, its #127 holding.
Maryland Capital Advisors first reported a position in iShares US Real Estate ETF in Q4 2021 and has held it in 18 quarters since.
Maryland Capital Advisors's iShares US Real Estate ETF position peaked at $67K in Q4 2021.
486 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on Maryland Capital Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.