TCM Advisors, LLC IYR holdings history
ISHARES US REAL ESTATE ETF · CUSIP 464287739 · CIK 1911491
As of 2026-06-30, TCM Advisors, LLC reported 31.37K IYR (principal), valued at $3.21M, or 2.52% of its reported non-derivative portfolio. Filed 2026-08-13.
Verify history & sources →Principal increased 0.24%; reported value increased 8.39%, and weight changed +0.08 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Principal · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 2.52% | 31,368 | SEC filing ↗Filed Aug 13, 2026 |
| Q1 2026 | 2.44% | 31,293 | SEC filing ↗Filed May 14, 2026 |
| Q4 2025 | 2.42% | 30,593 | SEC filing ↗Filed Feb 13, 2026 |
| Q3 2025 | 2.53% | 30,821 | SEC filing ↗Filed Nov 21, 2025 |
| Q2 2025 | 2.58% | 32,600 | SEC filing ↗Filed Aug 13, 2025 |
| Q1 2025 | 2.71% | 32,500 | SEC filing ↗Filed May 14, 2025 |
| Q4 2024 | 2.57% | 31,200 | SEC filing ↗Filed Feb 13, 2025 |
| Q3 2024 | 2.60% | 30,900 | SEC filing ↗Filed Nov 13, 2024 |
| Q2 2024 | 2.32% | 30,100 | SEC filing ↗Filed Aug 14, 2024 |
| Q1 2024 | 2.02% | 28,600 | SEC filing ↗Filed May 15, 2024 |
| Q4 2023 | 2.07% | 27,900 | SEC filing ↗Filed Feb 12, 2024 |
| Q3 2023 | 1.94% | 27,700 | SEC filing ↗Filed Nov 14, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 1.94% | 27,700 | $2.16M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Nov 14, 2023 |
| Q4 2023 | 2.07% | 27,900 | $2.55M | Principal increased 0.72%; reported value increased 17.83%, and weight changed +0.13 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 12, 2024 |
| Q1 2024 | 2.02% | 28,600 | $2.57M | Principal increased 2.51%; reported value increased 0.82%, and weight changed -0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 15, 2024 |
| Q2 2024 | 2.32% | 30,100 | $2.64M | Principal increased 5.24%; reported value increased 2.72%, and weight changed +0.30 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 14, 2024 |
| Q3 2024 | 2.60% | 30,900 | $3.15M | Principal increased 2.66%; reported value increased 19.19%, and weight changed +0.28 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 13, 2024 |
| Q4 2024 | 2.57% | 31,200 | $2.90M | Principal increased 0.97%; reported value decreased 7.76%, and weight changed -0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 13, 2025 |
| Q1 2025 | 2.71% | 32,500 | $3.11M | Principal increased 4.17%; reported value increased 7.18%, and weight changed +0.14 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 14, 2025 |
| Q2 2025 | 2.58% | 32,600 | $3.09M | Principal increased 0.31%; reported value decreased 0.72%, and weight changed -0.13 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 13, 2025 |
| Q3 2025 | 2.53% | 30,821 | $2.99M | Principal decreased 5.46%; reported value decreased 3.15%, and weight changed -0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 21, 2025 |
| Q4 2025 | 2.42% | 30,593 | $2.87M | Principal decreased 0.74%; reported value decreased 4.00%, and weight changed -0.11 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 13, 2026 |
| Q1 2026 | 2.44% | 31,293 | $2.96M | Principal increased 2.29%; reported value increased 3.02%, and weight changed +0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 14, 2026 |
| Q2 2026 | 2.52% | 31,368 | $3.21M | Principal increased 0.24%; reported value increased 8.39%, and weight changed +0.08 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 13, 2026 |
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