Y-Intercept (HK)’s iShares US Real Estate ETF IYR Stock Holding History

Y-Intercept (HK)’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 Q3	–	Sell	-3,334	Closed	-$341K	–	1833
2026 Q2	$341K	Buy	+3,334	New	+$338K	0.01%	1427
2026 Q1	–	Sell	-4,549	Closed	-$427K	–	1804
2025 Q4	$427K	Sell	4,549 -190	-4%	-$18.1K	0.01%	1279
2025 Q3	$460K	Buy	+4,739	New	+$456K	0.01%	1272
2023 Q3	–	Sell	-2,685	Closed	-$232K	–	1322
2023 Q2	$232K	Buy	+2,685	New	+$226K	0.02%	870
2022 Q4	–	Sell	-7,664	Closed	-$624K	–	1174
2022 Q3	$624K	Buy	+7,664	New	+$725K	0.06%	449
2022 Q1	–	Sell	-7,335	Closed	-$852K	–	831
2021 Q4	$852K	Buy	+7,335	New	+$804K	0.2%	140
2021 Q2	–	Sell	-7,124	Closed	-$658K	–	754
2021 Q1	$658K	Buy	+7,124	New	+$625K	0.18%	184

Other funds holding IYR

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Magnus Financial Group New York $1.5B AUM 16.47% 1-Year Est. Return

DDFG Inc Thousand Oaks, California $508M AUM 11.76% 1-Year Est. Return

Financial Advisory Corporation Grand Rapids, Michigan $784M AUM 7.7% 1-Year Est. Return

Unique Wealth Clearwater, Florida $877M AUM 13.76% 1-Year Est. Return

Norden Group Provo, Utah $1.33B AUM 30.5% 1-Year Est. Return

Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return

Matthew Goff Investment Advisor Houston, Texas $672M AUM 21.65% 1-Year Est. Return

CCM

Consolidated Capital Management Burbank, California $364M AUM 42.75% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

Y-Intercept (HK)'s IYR Position: Q3 2026 in Review

Y-Intercept (HK) sold out of iShares US Real Estate ETF (IYR) in Q3 2026, closing a stake of 3,334 shares — an estimated $341K sold.

Y-Intercept (HK) first reported a position in IYR in Q1 2021 and held it in 7 quarters. The position peaked at $852K in Q4 2021. 108 funds tracked by Wall St. Rank hold IYR as of Q3 2026.

Y-Intercept (HK) reported no remaining iShares US Real Estate ETF position as of Q3 2026 after selling out during the quarter.
Y-Intercept (HK) sold 3,334 iShares US Real Estate ETF shares in Q3 2026, an estimated $341K.
Y-Intercept (HK) first reported a position in iShares US Real Estate ETF in Q1 2021 and held it in 7 quarters.
Y-Intercept (HK)'s iShares US Real Estate ETF position peaked at $852K in Q4 2021.
108 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2026.

Based on Y-Intercept (HK)'s 13F filing for Q3 2026, filed 16 Oct 2026.