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

Sonata Capital Group’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	$304K	Hold	2,972	–	–	0.1%	105
2026 Q1	$281K	Hold	2,972	–	–	0.1%	104
2025 Q4	$279K	Hold	2,972	–	–	0.1%	105
2025 Q3	$289K	Hold	2,972	–	–	0.11%	103
2025 Q2	$282K	Hold	2,972	–	–	0.11%	102
2025 Q1	$285K	Hold	2,972	–	–	0.12%	96
2024 Q4	$277K	Hold	2,972	–	–	0.11%	98
2024 Q3	$303K	Hold	2,972	–	–	0.13%	96
2024 Q2	$261K	Hold	2,972	–	–	0.13%	82
2024 Q1	$267K	Hold	2,972	–	–	0.12%	103
2023 Q4	$272K	Hold	2,972	–	–	0.14%	95
2023 Q3	$232K	Hold	2,972	–	–	0.12%	98
2023 Q2	$257K	Hold	2,972	–	–	0.13%	94
2023 Q1	$252K	Sell	2,972 -270	-8%	-$23.6K	0.14%	93
2022 Q4	$273K	Hold	3,242	–	–	0.15%	90
2022 Q3	$264K	Hold	3,242	–	–	0.15%	88
2022 Q2	$298K	Hold	3,242	–	–	0.15%	87
2022 Q1	$351K	Hold	3,242	–	–	0.15%	90
2021 Q4	$377K	Hold	3,242	–	–	0.16%	91
2021 Q3	$332K	Hold	3,242	–	–	0.15%	97
2021 Q2	$330K	Hold	3,242	–	–	0.15%	97
2021 Q1	$298K	Hold	3,242	–	–	0.14%	104
2020 Q4	$278K	Hold	3,242	–	–	0.14%	104
2020 Q3	$259K	Hold	3,242	–	–	0.15%	99
2020 Q2	$256K	Hold	3,242	–	–	0.16%	93
2020 Q1	$226K	Hold	3,242	–	–	0.17%	95
2019 Q4	$302K	Hold	3,242	–	–	0.18%	91
2019 Q3	$303K	Hold	3,242	–	–	0.21%	84
2019 Q2	$283K	Hold	3,242	–	–	0.2%	88
2019 Q1	$282K	Hold	3,242	–	–	0.21%	82
2018 Q4	$243K	Hold	3,242	–	–	0.2%	90
2018 Q3	$259K	Hold	3,242	–	–	0.18%	94
2018 Q2	$261K	Hold	3,242	–	–	0.19%	93
2018 Q1	$245K	Sell	3,242 -1,300	-29%	-$98.6K	0.18%	95
2017 Q4	$368K	Hold	4,542	–	–	0.27%	81
2017 Q3	$363K	Hold	4,542	–	–	0.27%	82
2017 Q2	$362K	Hold	4,542	–	–	0.27%	81
2017 Q1	$357K	Sell	4,542 -1,000	-18%	-$78K	0.27%	80
2016 Q4	$426K	Sell	5,542 -100	-2%	-$7.6K	0.33%	67
2016 Q3	$455K	Hold	5,642	–	–	0.37%	60
2016 Q2	$465K	Hold	5,642	–	–	0.4%	59
2016 Q1	$439K	Hold	5,642	–	–	0.38%	59
2015 Q4	$424K	Hold	5,642	–	–	0.37%	64
2015 Q3	$400K	Buy	5,642 +69	+1%	+$5.03K	0.37%	66
2015 Q2	$397K	Sell	5,573 -100	-2%	-$7.58K	0.34%	67
2015 Q1	$450K	Hold	5,673	–	–	0.4%	62
2014 Q4	$436K	Buy	+5,673	New	+$424K	0.4%	62

Other funds holding IYR

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

SOAM

SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

MFG

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

DDFG Inc Thousand Oaks, California $504M AUM 18.61% 1-Year Est. Return

FAC

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

Unique Wealth Clearwater, Florida $858M AUM 20.52% 1-Year Est. Return

MGIA

Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

ADEF

Adams Diversified Equity Fund Baltimore, Maryland $3.27B AUM 45.57% 1-Year Est. Return

Sonata Capital Group's IYR Position: Q2 2026 in Review

Sonata Capital Group held its iShares US Real Estate ETF (IYR) position steady in Q2 2026 at 2,972 shares worth $304K. The position accounts for 0.1% of the portfolio, ranked #105.

Sonata Capital Group first reported a position in IYR in Q4 2014 and has held it in 47 quarters since. The position peaked at $465K in Q2 2016. 186 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

Sonata Capital Group held 2,972 shares of iShares US Real Estate ETF worth $304K as of Q2 2026.
Sonata Capital Group left its iShares US Real Estate ETF share count unchanged in Q2 2026.
iShares US Real Estate ETF made up 0.1% of Sonata Capital Group's portfolio in Q2 2026, its #105 holding.
Sonata Capital Group first reported a position in iShares US Real Estate ETF in Q4 2014 and has held it in 47 quarters since.
Sonata Capital Group's iShares US Real Estate ETF position peaked at $465K in Q2 2016.
186 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on Sonata Capital Group's 13F filing for Q2 2026, filed 24 Jul 2026.