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

Sierra 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 		$289K Hold
2,830
– – 0.03% 200
2026
Q1 		$268K Hold
2,830
– – 0.03% 197
2025
Q4 		$266K Hold
2,830
– – 0.03% 182
2025
Q3 		$275K Hold
2,830
– – 0.03% 195
2025
Q2 		$268K Hold
2,830
– – 0.03% 193
2025
Q1 		$271K Sell
2,830
-1,714
-38% -$163K 0.03% 176
2024
Q4 		$423K Sell
4,544
-1,780
-28% -$175K 0.05% 160
2024
Q3 		$644K Buy
6,324
+25
+0.4% +$2.41K 0.08% 149
2024
Q2 		$553K Buy
6,299
+22
+0.4% +$1.89K 0.07% 146
2024
Q1 		$564K Buy
6,277
+13
+0.2% +$1.15K 0.07% 143
2023
Q4 		$573K Buy
6,264
+68
+1% +$5.57K 0.08% 136
2023
Q3 		$484K Hold
6,196
– – 0.08% 139
2023
Q2 		$536K Buy
6,196
+15
+0.2% +$1.26K 0.08% 134
2023
Q1 		$525K Buy
6,181
+18
+0.3% +$1.57K 0.09% 134
2022
Q4 		$519K Buy
6,163
+67
+1% +$5.63K 0.09% 126
2022
Q3 		$496K Hold
6,096
– – 0.09% 125
2022
Q2 		$561K Buy
6,096
+13
+0.2% +$1.3K 0.1% 130
2022
Q1 		$658K Buy
6,083
+13
+0.2% +$1.37K 0.1% 130
2021
Q4 		$705K Buy
6,070
+33
+0.5% +$3.62K 0.11% 126
2021
Q3 		$663K Buy
6,037
+978
+19% +$104K 0.11% 124
2021
Q2 		$516K Buy
5,059
+438
+9% +$43.5K 0.1% 121
2021
Q1 		$425K Buy
+4,621
New +$405K 0.08% 129

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

Sierra Capital's IYR Position: Q2 2026 in Review

Sierra Capital held its iShares US Real Estate ETF (IYR) position steady in Q2 2026 at 2,830 shares worth $289K. The position accounts for 0.03% of the portfolio, ranked #200.

Sierra Capital first reported a position in IYR in Q1 2021 and has held it in 22 quarters since. The position peaked at $705K in Q4 2021. 486 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

  • Sierra Capital held 2,830 shares of iShares US Real Estate ETF worth $289K as of Q2 2026.
  • Sierra Capital left its iShares US Real Estate ETF share count unchanged in Q2 2026.
  • iShares US Real Estate ETF made up 0.03% of Sierra Capital's portfolio in Q2 2026, its #200 holding.
  • Sierra Capital first reported a position in iShares US Real Estate ETF in Q1 2021 and has held it in 22 quarters since.
  • Sierra Capital's iShares US Real Estate ETF position peaked at $705K in Q4 2021.
  • 486 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on Sierra Capital's 13F filing for Q2 2026, filed 14 Aug 2026.