NorthCoast Asset Management LLC: IYR position timeline

NorthCoast Asset Management LLC held 35,975 IYR shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 35,975 shares

   Change vs previous 13F +35,975 shares

   0.08% of the 13F portfolio, value $3,678,517.

   13F-HR 0001765380-26-000370 filed by NorthCoast Asset Management LLC
   Filed 2026-08-12 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2025-12-31

   13F 0 shares

   Change vs previous 13F -98,299 shares

   13F-HR 0001765380-26-000111 filed by NorthCoast Asset Management LLC
   Filed 2026-02-20 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

3. period ended2025-09-30

   13F 98,299 shares

   Change vs previous 13F +2,972 shares

   0.04% of the 13F portfolio, value $9,542,885.

   13F-HR 0001665198-25-000016 filed by NorthCoast Asset Management LLC
   Filed 2025-11-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-06-30

   13F 95,327 shares

   Change vs previous 13F -55,245 shares

   0.04% of the 13F portfolio, value $9,034,131.

   13F-HR 0001665198-25-000007 filed by NorthCoast Asset Management LLC
   Filed 2025-08-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-03-31

   13F/A 150,572 shares

   Change vs previous 13F +84,493 shares

   0.07% of the 13F portfolio, value $14,417,287.

   13F-HR/A 0001665198-25-000006 filed by NorthCoast Asset Management LLC
   Filed 2025-05-19 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2024-12-31

   13F/A 66,079 shares

   Change vs previous 13F -91,293 shares

   0.03% of the 13F portfolio, value $6,150,095.

   13F-HR/A 0001665198-25-000010 filed by NorthCoast Asset Management LLC
   Filed 2025-08-25 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2024-09-30

   13F 157,372 shares

   Change vs previous 13F not available

   0.11% of the 13F portfolio, value $15,880,572.

   13F-HR 0001665198-24-000013 filed by NorthCoast Asset Management LLC
   Filed 2024-11-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).