Phocas Financial Corp’s iShares US Real Estate ETF IYR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $240K | Hold |
2,350
| – | – | 0.03% | 150 |
|
|
2026
Q1 | $222K | Hold |
2,350
| – | – | 0.03% | 153 |
|
|
2025
Q4 | $221K | Hold |
2,350
| – | – | 0.03% | 146 |
|
|
2025
Q3 | $228K | Hold |
2,350
| – | – | 0.03% | 144 |
|
|
2025
Q2 | $223K | Hold |
2,350
| – | – | 0.03% | 138 |
|
|
2025
Q1 | $225K | Sell |
2,350
-750
| -24% | -$71.3K | 0.03% | 142 |
|
|
2024
Q4 | $288K | Buy |
+3,100
| New | +$306K | 0.04% | 139 |
|
|
2023
Q4 | $283K | Sell |
3,100
-7,345
| -70% | -$601K | 0.04% | 154 |
|
|
2023
Q3 | $816K | Sell |
10,445
-1,000
| -9% | -$85.2K | 0.12% | 141 |
|
|
2023
Q2 | $990K | Hold |
11,445
| – | – | 0.14% | 137 |
|
|
2023
Q1 | $972K | Sell |
11,445
-640
| -5% | -$56K | 0.14% | 134 |
|
|
2022
Q4 | $1.02M | Sell |
12,085
-3,969
| -25% | -$333K | 0.15% | 130 |
|
|
2022
Q3 | $1.31M | Buy |
16,054
+5,144
| +47% | +$487K | 0.2% | 128 |
|
|
2022
Q2 | $1M | Buy |
10,910
+21
| +0.2% | +$2.09K | 0.15% | 132 |
|
|
2022
Q1 | $1.18M | Buy |
10,889
+20
| +0.2% | +$2.11K | 0.15% | 133 |
|
|
2021
Q4 | $1.26M | Buy |
10,869
+66
| +0.6% | +$7.23K | 0.16% | 126 |
|
|
2021
Q3 | $1.11M | Buy |
10,803
+1
| +0% | +$106 | 0.14% | 138 |
|
|
2021
Q2 | $1.1M | Sell |
10,802
-101
| -0.9% | -$10K | 0.14% | 141 |
|
|
2021
Q1 | $1M | Buy |
+10,903
| New | +$957K | 0.13% | 137 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 131 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 133 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 136 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 141 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 141 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 137 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 131 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 138 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 138 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 148 |
|
|
2018
Q2 | – | Hold |
0
| – | – | – | 148 |
|
|
2018
Q1 | – | Sell |
-10,786
| Closed | -$818K | – | 152 |
|
|
2017
Q4 | $874K | Buy |
+10,786
| New | +$876K | 0.07% | 143 |
|
|
2017
Q3 | – | Hold |
0
| – | – | – | 148 |
|
|
2017
Q2 | – | Sell |
-10,739
| Closed | -$854K | – | 136 |
|
|
2017
Q1 | $843K | Buy |
10,739
+41
| +0.4% | +$3.2K | 0.08% | 158 |
|
|
2016
Q4 | $823K | Buy |
+10,698
| New | +$813K | 0.05% | 191 |
|
|
2016
Q3 | – | Sell |
-10,599
| Closed | -$878K | – | 206 |
|
|
2016
Q2 | $873K | Buy |
10,599
+38
| +0.4% | +$2.98K | 0.06% | 203 |
|
|
2016
Q1 | $822K | Sell |
10,561
-1,498
| -12% | -$109K | 0.06% | 199 |
|
|
2015
Q4 | $905K | Sell |
12,059
-361
| -3% | -$27K | 0.07% | 190 |
|
|
2015
Q3 | $881K | Sell |
12,420
-43
| -0.3% | -$3.13K | 0.07% | 188 |
|
|
2015
Q2 | $889K | Sell |
12,463
-211
| -2% | -$16K | 0.07% | 193 |
|
|
2015
Q1 | $1M | Sell |
12,674
-714
| -5% | -$57.1K | 0.08% | 187 |
|
|
2014
Q4 | $1.03M | Sell |
13,388
-483
| -3% | -$36.1K | 0.09% | 191 |
|
|
2014
Q3 | $960K | Buy |
+13,871
| New | +$1M | 0.09% | 189 |
|
|
2014
Q2 | – | Sell |
-13,794
| Closed | -$971K | – | 177 |
|
|
2014
Q1 | $933K | Buy |
13,794
+1,550
| +13% | +$103K | 0.09% | 175 |
|
|
2013
Q4 | $772K | Sell |
12,244
-1,200
| -9% | -$77.3K | 0.07% | 181 |
|
|
2013
Q3 | $858K | Buy |
13,444
+44
| +0.3% | +$2.87K | 0.08% | 176 |
|
|
2013
Q2 | $890K | Buy |
+13,400
| New | +$947K | 0.09% | 175 |
|
Other funds holding IYR
WI
CBU
IMPI
SOAM
Phocas Financial Corp's IYR Position: Q2 2026 in Review
Phocas Financial Corp held its iShares US Real Estate ETF (IYR) position steady in Q2 2026 at 2,350 shares worth $240K. The position accounts for 0.03% of the portfolio, ranked #150.
Phocas Financial Corp first reported a position in IYR in Q2 2013 and has held it in 34 quarters since. The position peaked at $1.31M in Q3 2022. 486 funds tracked by Wall St. Rank hold IYR as of Q2 2026.
- Phocas Financial Corp held 2,350 shares of iShares US Real Estate ETF worth $240K as of Q2 2026.
- Phocas Financial Corp left its iShares US Real Estate ETF share count unchanged in Q2 2026.
- iShares US Real Estate ETF made up 0.03% of Phocas Financial Corp's portfolio in Q2 2026, its #150 holding.
- Phocas Financial Corp first reported a position in iShares US Real Estate ETF in Q2 2013 and has held it in 34 quarters since.
- Phocas Financial Corp's iShares US Real Estate ETF position peaked at $1.31M in Q3 2022.
- 486 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.
Based on Phocas Financial Corp's 13F filing for Q2 2026, filed 31 Jul 2026.