Mascoma Wealth Management’s iShares US Real Estate ETF IYR Stock Holding History

Mascoma Wealth 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	$3.58K	Hold	35	–	–	﹤0.01%	405
2026 Q1	$3.31K	Hold	35	–	–	﹤0.01%	392
2025 Q4	$3.29K	Hold	35	–	–	﹤0.01%	394
2025 Q3	$3.4K	Sell	35 -35	-50%	-$3.37K	﹤0.01%	403
2025 Q2	$6.63K	Buy	+70	New	+$6.53K	﹤0.01%	364
2023 Q1	–	Sell	-125	Closed	-$10.5K	–	612
2022 Q4	$10.5K	Hold	125	–	–	﹤0.01%	402
2022 Q3	$10K	Hold	125	–	–	﹤0.01%	400
2022 Q2	$11K	Hold	125	–	–	﹤0.01%	408
2022 Q1	$14K	Hold	125	–	–	﹤0.01%	404
2021 Q4	$15K	Buy	+125	New	+$13.7K	0.01%	365
2019 Q2	–	Sell	-1,300	Closed	-$113K	–	395
2019 Q1	$113K	Hold	1,300	–	–	0.08%	100
2018 Q4	$97K	Hold	1,300	–	–	0.07%	106
2018 Q3	$104K	Hold	1,300	–	–	0.07%	121
2018 Q2	$105K	Hold	1,300	–	–	0.07%	108
2018 Q1	$98K	Hold	1,300	–	–	0.06%	117
2017 Q4	$99K	Hold	1,300	–	–	0.06%	110
2017 Q3	$104K	Hold	1,300	–	–	0.07%	110
2017 Q2	$104K	Hold	1,300	–	–	0.07%	112
2017 Q1	$102K	Hold	1,300	–	–	0.07%	98
2016 Q4	$100K	Buy	+1,300	New	+$98.8K	0.07%	103

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

Mascoma Wealth Management's IYR Position: Q2 2026 in Review

Mascoma Wealth Management held its iShares US Real Estate ETF (IYR) position steady in Q2 2026 at 35 shares worth $3.58K. The position accounts for ﹤0.01% of the portfolio, ranked #405.

Mascoma Wealth Management first reported a position in IYR in Q4 2016 and has held it in 20 quarters since. The position peaked at $113K in Q1 2019. 486 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

Mascoma Wealth Management held 35 shares of iShares US Real Estate ETF worth $3.58K as of Q2 2026.
Mascoma Wealth Management left its iShares US Real Estate ETF share count unchanged in Q2 2026.
iShares US Real Estate ETF made up ﹤0.01% of Mascoma Wealth Management's portfolio in Q2 2026, its #405 holding.
Mascoma Wealth Management first reported a position in iShares US Real Estate ETF in Q4 2016 and has held it in 20 quarters since.
Mascoma Wealth Management's iShares US Real Estate ETF position peaked at $113K in Q1 2019.
486 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.