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TCM Advisors’s iShares US Real Estate ETF IYR Stock Holding History

TCM Advisors’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 		– Hold
0
– – – 9
2026
Q1 		– Hold
0
– – – 9
2025
Q4 		– Hold
0
– – – 7
2025
Q3 		– Hold
0
– – – 7
2025
Q2 		– Hold
0
– – – 7
2025
Q1 		– Hold
0
– – – 6
2024
Q4 		– Hold
0
– – – 6
2024
Q3 		– Hold
0
– – – 6
2024
Q2 		– Hold
0
– – – 4
2024
Q1 		– Hold
0
– – – 6
2023
Q4 		– Hold
0
– – – 6
2023
Q3 		– Hold
0
– – – 5
2023
Q2 		– Hold
0
– – – 11
2023
Q1 		– Hold
0
– – – 7
2022
Q4 		– Hold
0
– – – 5
2022
Q3 		– Hold
0
– – – 7
2022
Q2 		– Hold
0
– – – 4
2022
Q1 		– Sell
-24,900
Closed -$2.63M – 5
2021
Q4 		$2.91M Buy
+24,900
New +$2.73M 2.57% 5

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

TCM Advisors's IYR Position: Q2 2026 in Review

TCM Advisors held its iShares US Real Estate ETF (IYR) position steady in Q2 2026 at 0 shares worth $3.21M. The position accounts for 0.25% of the portfolio, ranked #9.

TCM Advisors first reported a position in IYR in Q4 2021 and has held it in 1 quarter since. The position peaked at $2.91M in Q4 2021. 486 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

  • TCM Advisors held 0 shares of iShares US Real Estate ETF worth $3.21M as of Q2 2026.
  • TCM Advisors left its iShares US Real Estate ETF share count unchanged in Q2 2026.
  • iShares US Real Estate ETF made up 0.25% of TCM Advisors's portfolio in Q2 2026, its #9 holding.
  • TCM Advisors first reported a position in iShares US Real Estate ETF in Q4 2021 and has held it in 1 quarter since.
  • TCM Advisors's iShares US Real Estate ETF position peaked at $2.91M in Q4 2021.
  • 486 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on TCM Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.