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

Viewpoint Capital Management’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 Q1	$244K	Hold	2,583	–	–	0.11%	95
2025 Q4	$243K	Sell	2,583 -448	-15%	-$42.7K	0.11%	95
2025 Q3	$294K	Hold	3,031	–	–	0.13%	88
2025 Q2	$287K	Sell	3,031 -430	-12%	-$40.1K	0.14%	84
2025 Q1	$331K	Hold	3,461	–	–	0.18%	85
2024 Q4	$322K	Hold	3,461	–	–	0.17%	82
2024 Q3	$350K	Hold	3,461	–	–	0.2%	81
2024 Q2	$304K	Hold	3,461	–	–	0.19%	84
2024 Q1	$311K	Hold	3,461	–	–	0.2%	79
2023 Q4	$316K	Hold	3,461	–	–	0.22%	75
2023 Q3	$270K	Hold	3,461	–	–	0.22%	74
2023 Q2	$300K	Hold	3,461	–	–	0.23%	70
2023 Q1	$294K	Hold	3,461	–	–	0.26%	65
2022 Q4	$291K	Hold	3,461	–	–	0.28%	67
2022 Q3	$282K	Hold	3,461	–	–	0.28%	66
2022 Q2	$318K	Sell	3,461 -150	-4%	-$15K	0.3%	64
2022 Q1	$391K	Hold	3,611	–	–	0.3%	64
2021 Q4	$419K	Buy	+3,611	New	+$396K	0.3%	63

Other funds holding IYR

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $74.4B AUM

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

IMPI

Ilmarinen Mutual Pension Insurance Helsinki, Finland $12.7B AUM 16.27% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Viewpoint Capital Management's IYR Position: Q1 2026 in Review

Viewpoint Capital Management held its iShares US Real Estate ETF (IYR) position steady in Q1 2026 at 2,583 shares worth $244K. The position accounts for 0.11% of the portfolio, ranked #95.

Viewpoint Capital Management first reported a position in IYR in Q4 2021 and has held it in 18 quarters since. The position peaked at $419K in Q4 2021. 458 funds tracked by Wall St. Rank hold IYR as of Q1 2026.

Viewpoint Capital Management held 2,583 shares of iShares US Real Estate ETF worth $244K as of Q1 2026.
Viewpoint Capital Management left its iShares US Real Estate ETF share count unchanged in Q1 2026.
iShares US Real Estate ETF made up 0.11% of Viewpoint Capital Management's portfolio in Q1 2026, its #95 holding.
Viewpoint Capital Management first reported a position in iShares US Real Estate ETF in Q4 2021 and has held it in 18 quarters since.
Viewpoint Capital Management's iShares US Real Estate ETF position peaked at $419K in Q4 2021.
458 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2026.

Based on Viewpoint Capital Management's 13F filing for Q1 2026, filed 17 Apr 2026.