MC
IYR icon

Moors & Cabot’s iShares US Real Estate ETF IYR Stock Holding History

Moors & Cabot’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 		$880K Sell
8,609
-9
-0.1% -$913 0.03% 419
2026
Q1 		$815K Sell
8,618
-16
-0.2% -$1.55K 0.03% 422
2025
Q4 		$811K Buy
8,634
+236
+3% +$22.5K 0.03% 410
2025
Q3 		$815K Buy
8,398
+108
+1% +$10.4K 0.04% 408
2025
Q2 		$786K Sell
8,290
-196
-2% -$18.3K 0.04% 398
2025
Q1 		$813K Buy
8,486
+557
+7% +$53K 0.04% 368
2024
Q4 		$738K Buy
7,929
+305
+4% +$30.1K 0.04% 399
2024
Q3 		$777K Buy
7,624
+72
+1% +$6.93K 0.04% 391
2024
Q2 		$663K Buy
7,552
+67
+0.9% +$5.75K 0.04% 400
2024
Q1 		$673K Buy
7,485
+724
+11% +$64K 0.04% 405
2023
Q4 		$618K Buy
6,761
+1,395
+26% +$114K 0.04% 392
2023
Q3 		$419K Buy
5,366
+655
+14% +$55.8K 0.03% 490
2023
Q2 		$408K Buy
4,711
+1,587
+51% +$133K 0.03% 501
2023
Q1 		$265K Sell
3,124
-504
-14% -$44.1K 0.02% 652
2022
Q4 		$305K Buy
3,628
+693
+24% +$58.2K 0.02% 578
2022
Q3 		$239K Buy
+2,935
New +$278K 0.02% 643

Other funds holding IYR

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $82.3B AUM
UBS Group
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

Moors & Cabot's IYR Position: Q2 2026 in Review

Moors & Cabot reduced its iShares US Real Estate ETF (IYR) stake by 0.1% in Q2 2026, selling an estimated $913 and leaving 8,609 shares worth $880K. The position accounts for 0.03% of the portfolio, ranked #419.

Moors & Cabot first reported a position in IYR in Q3 2022 and has held it in 16 quarters since. 486 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

  • Moors & Cabot held 8,609 shares of iShares US Real Estate ETF worth $880K as of Q2 2026.
  • Moors & Cabot sold 9 iShares US Real Estate ETF shares in Q2 2026, an estimated $913.
  • iShares US Real Estate ETF made up 0.03% of Moors & Cabot's portfolio in Q2 2026, its #419 holding.
  • Moors & Cabot first reported a position in iShares US Real Estate ETF in Q3 2022 and has held it in 16 quarters since.
  • 486 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on Moors & Cabot's 13F filing for Q2 2026, filed 10 Aug 2026.