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 Q2	$158K	Sell	1,547 -1,036	-40%	-$105K	0.08%	97
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 $12.8B AUM 19.73% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $82.3B AUM

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

Viewpoint Capital Management's IYR Position: Q2 2026 in Review

Viewpoint Capital Management reduced its iShares US Real Estate ETF (IYR) stake by 40% in Q2 2026, selling an estimated $105K and leaving 1,547 shares worth $158K. The position accounts for 0.08% of the portfolio, ranked #97.

Viewpoint Capital Management first reported a position in IYR in Q4 2021 and has held it in 19 quarters since. The position peaked at $419K in Q4 2021. 487 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

Viewpoint Capital Management held 1,547 shares of iShares US Real Estate ETF worth $158K as of Q2 2026.
Viewpoint Capital Management sold 1,036 iShares US Real Estate ETF shares in Q2 2026, an estimated $105K.
iShares US Real Estate ETF made up 0.08% of Viewpoint Capital Management's portfolio in Q2 2026, its #97 holding.
Viewpoint Capital Management first reported a position in iShares US Real Estate ETF in Q4 2021 and has held it in 19 quarters since.
Viewpoint Capital Management's iShares US Real Estate ETF position peaked at $419K in Q4 2021.
487 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on Viewpoint Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.