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Sage Rhino Capital’s iShares US Real Estate ETF IYR Stock Holding History

Sage Rhino Capital’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 		$3.28M Buy
32,037
+331
+1% +$33.6K 0.53% 47
2026
Q1 		$3M Buy
31,706
+6,171
+24% +$599K 0.56% 40
2025
Q4 		$2.4M Buy
25,535
+671
+3% +$64K 0.45% 47
2025
Q3 		$2.41M Buy
24,864
+471
+2% +$45.3K 0.47% 46
2025
Q2 		$2.31M Buy
24,393
+432
+2% +$40.3K 0.49% 45
2025
Q1 		$2.29M Buy
23,961
+336
+1% +$32K 0.53% 45
2024
Q4 		$2.2M Buy
23,625
+4,207
+22% +$415K 0.48% 47
2024
Q3 		$1.98M Sell
19,418
-1,319
-6% -$127K 0.44% 51
2024
Q2 		$1.82M Buy
20,737
+742
+4% +$63.7K 0.43% 53
2024
Q1 		$1.8M Buy
19,995
+841
+4% +$74.4K 0.42% 53
2023
Q4 		$1.75M Sell
19,154
-367
-2% -$30K 0.45% 51
2023
Q3 		$1.53M Buy
19,521
+449
+2% +$38.3K 0.43% 51
2023
Q2 		$1.65M Buy
19,072
+688
+4% +$57.8K 0.46% 49
2023
Q1 		$1.56M Buy
18,384
+578
+3% +$50.6K 0.46% 51
2022
Q4 		$1.5M Buy
17,806
+1,456
+9% +$122K 0.48% 47
2022
Q3 		$1.33M Buy
16,350
+14
+0.1% +$1.32K 0.53% 37
2022
Q2 		$1.5M Buy
16,336
+315
+2% +$31.4K 0.57% 33
2022
Q1 		$1.73M Buy
16,021
+441
+3% +$46.5K 0.53% 36
2021
Q4 		$1.81M Sell
15,580
-557
-3% -$61K 0.51% 37
2021
Q3 		$1.65M Sell
16,137
-438
-3% -$46.6K 0.5% 38
2021
Q2 		$1.69M Buy
16,575
+124
+0.8% +$12.3K 0.5% 36
2021
Q1 		$1.51M Buy
16,451
+1,804
+12% +$158K 0.5% 36
2020
Q4 		$1.25M Buy
14,647
+196
+1% +$16.3K 0.5% 38
2020
Q3 		$1.15M Buy
14,451
+705
+5% +$56.9K 0.56% 33
2020
Q2 		$1.08M Buy
13,746
+252
+2% +$19.1K 0.57% 36
2020
Q1 		$939K Sell
13,494
-2,665
-16% -$236K 0.67% 32
2019
Q4 		$1.5M Sell
16,159
-60
-0.4% -$5.56K 0.85% 25
2019
Q3 		$1.52M Sell
16,219
-230
-1% -$20.9K 0.95% 22
2019
Q2 		$1.44M Sell
16,449
-490
-3% -$42.9K 0.92% 26
2019
Q1 		$1.47M Buy
+16,939
New +$1.4M 0.97% 23

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

Sage Rhino Capital's IYR Position: Q2 2026 in Review

Sage Rhino Capital increased its iShares US Real Estate ETF (IYR) stake by 1% in Q2 2026, buying an estimated $33.6K and bringing the position to 32,037 shares worth $3.28M. The position accounts for 0.53% of the portfolio, ranked #47.

Sage Rhino Capital first reported a position in IYR in Q1 2019 and has held it in 30 quarters since. 486 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

  • Sage Rhino Capital held 32,037 shares of iShares US Real Estate ETF worth $3.28M as of Q2 2026.
  • Sage Rhino Capital bought 331 iShares US Real Estate ETF shares in Q2 2026, an estimated $33.6K.
  • iShares US Real Estate ETF made up 0.53% of Sage Rhino Capital's portfolio in Q2 2026, its #47 holding.
  • Sage Rhino Capital first reported a position in iShares US Real Estate ETF in Q1 2019 and has held it in 30 quarters since.
  • 486 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on Sage Rhino Capital's 13F filing for Q2 2026, filed 3 Aug 2026.