Orion Capital Management’s iShares US Real Estate ETF IYR Stock Holding History

Orion Capital 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	$5.33K	Hold	52	–	–	﹤0.01%	437
2026 Q1	$4.9K	Hold	52	–	–	﹤0.01%	405
2025 Q4	$4.85K	Buy	52 +1	+2%	+$95	﹤0.01%	434
2025 Q3	$4.97K	Hold	51	–	–	﹤0.01%	439
2025 Q2	$4.82K	Hold	51	–	–	﹤0.01%	405
2025 Q1	$4.85K	Buy	51 +1	+2%	+$95	﹤0.01%	393
2024 Q4	$4.69K	Buy	+50	New	+$4.93K	﹤0.01%	405

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

Orion Capital Management's IYR Position: Q2 2026 in Review

Orion Capital Management held its iShares US Real Estate ETF (IYR) position steady in Q2 2026 at 52 shares worth $5.33K. The position accounts for ﹤0.01% of the portfolio, ranked #437.

Orion Capital Management first reported a position in IYR in Q4 2024 and has held it in 7 quarters since. 486 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

Orion Capital Management held 52 shares of iShares US Real Estate ETF worth $5.33K as of Q2 2026.
Orion Capital Management left its iShares US Real Estate ETF share count unchanged in Q2 2026.
iShares US Real Estate ETF made up ﹤0.01% of Orion Capital Management's portfolio in Q2 2026, its #437 holding.
Orion Capital Management first reported a position in iShares US Real Estate ETF in Q4 2024 and has held it in 7 quarters since.
486 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on Orion Capital Management's 13F filing for Q2 2026, filed 18 Aug 2026.