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 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

AIA

Absolute Investment Advisers Rosemary Beach, Florida $1.03T AUM 1% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

SOAM

SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

MFG

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

FAC

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

Unique Wealth Clearwater, Florida $858M AUM 20.52% 1-Year Est. Return

MGIA

Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

ADEF

Adams Diversified Equity Fund Baltimore, Maryland $3.27B AUM 45.57% 1-Year Est. Return

Y-Intercept (HK)'s IYR Position: Q2 2026 in Review

Y-Intercept (HK) opened a new position in iShares US Real Estate ETF (IYR) in Q2 2026: 3,334 shares worth $341K. The stake represents 0.01% of the portfolio and ranks #1427 among its holdings. This is a return to the name: Y-Intercept (HK) previously reported a position in IYR as recently as Q4 2025.

Y-Intercept (HK) first reported a position in IYR in Q1 2021 and has held it in 7 quarters since. The position peaked at $852K in Q4 2021. 112 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

Y-Intercept (HK) held 3,334 shares of iShares US Real Estate ETF worth $341K as of Q2 2026.
iShares US Real Estate ETF was a new Y-Intercept (HK) position in Q2 2026.
iShares US Real Estate ETF made up 0.01% of Y-Intercept (HK)'s portfolio in Q2 2026, its #1427 holding.
Y-Intercept (HK) first reported a position in iShares US Real Estate ETF in Q1 2021 and has held it in 7 quarters since.
Y-Intercept (HK)'s iShares US Real Estate ETF position peaked at $852K in Q4 2021.
112 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.