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

TAGStone 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 		$576K Sell
5,633
-1,859
-25% -$189K 0.18% 84
2026
Q1 		$708K Sell
7,492
-3,948
-35% -$384K 0.25% 71
2025
Q4 		$1.07M Sell
11,440
-721
-6% -$68.7K 0.4% 48
2025
Q3 		$1.18M Sell
12,161
-578
-5% -$55.6K 0.47% 45
2025
Q2 		$1.21M Sell
12,739
-608
-5% -$56.7K 0.5% 44
2025
Q1 		$1.28M Sell
13,347
-1,374
-9% -$131K 0.63% 37
2024
Q4 		$1.37M Sell
14,721
-120
-0.8% -$11.8K 0.67% 34
2024
Q3 		$1.51M Sell
14,841
-105
-0.7% -$10.1K 0.77% 31
2024
Q2 		$1.31M Sell
14,946
-337
-2% -$28.9K 0.74% 32
2024
Q1 		$1.37M Buy
15,283
+50
+0.3% +$4.42K 0.8% 30
2023
Q4 		$1.39M Sell
15,233
-363
-2% -$29.7K 0.91% 28
2023
Q3 		$1.23M Buy
15,596
+137
+0.9% +$11.7K 0.91% 27
2023
Q2 		$1.34M Sell
15,459
-92
-0.6% -$7.73K 0.96% 27
2023
Q1 		$1.32M Buy
15,551
+70
+0.5% +$6.12K 0.99% 28
2022
Q4 		$1.3M Buy
15,481
+13
+0.1% +$1.09K 1.08% 28
2022
Q3 		$1.26M Buy
15,468
+2,849
+23% +$270K 1.17% 24
2022
Q2 		$1.16M Sell
12,619
-29
-0.2% -$2.89K 1.11% 26
2022
Q1 		$1.37M Buy
12,648
+50
+0.4% +$5.28K 1.15% 24
2021
Q4 		$1.46M Buy
+12,598
New +$1.38M 1.22% 26

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

TAGStone Capital's IYR Position: Q2 2026 in Review

TAGStone Capital reduced its iShares US Real Estate ETF (IYR) stake by 25% in Q2 2026, selling an estimated $189K and leaving 5,633 shares worth $576K. The position accounts for 0.18% of the portfolio, ranked #84.

TAGStone Capital first reported a position in IYR in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.51M in Q3 2024. 486 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

  • TAGStone Capital held 5,633 shares of iShares US Real Estate ETF worth $576K as of Q2 2026.
  • TAGStone Capital sold 1,859 iShares US Real Estate ETF shares in Q2 2026, an estimated $189K.
  • iShares US Real Estate ETF made up 0.18% of TAGStone Capital's portfolio in Q2 2026, its #84 holding.
  • TAGStone Capital first reported a position in iShares US Real Estate ETF in Q4 2021 and has held it in 19 quarters since.
  • TAGStone Capital's iShares US Real Estate ETF position peaked at $1.51M in Q3 2024.
  • 486 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on TAGStone Capital's 13F filing for Q2 2026, filed 11 Aug 2026.