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Bradley Foster & Sargent’s iShares US Real Estate ETF IYR Stock Holding History

Bradley Foster & Sargent’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 		$410K Hold
4,009
– – 0.01% 435
2026
Q1 		$379K Hold
4,009
– – 0.01% 426
2025
Q4 		$376K Hold
4,009
– – 0.01% 431
2025
Q3 		$389K Hold
4,009
– – 0.01% 427
2025
Q2 		$380K Hold
4,009
– – 0.01% 427
2025
Q1 		$384K Hold
4,009
– – 0.01% 369
2024
Q4 		$373K Sell
4,009
-125
-3% -$12.3K 0.01% 391
2024
Q3 		$421K Buy
4,134
+125
+3% +$12K 0.01% 375
2024
Q2 		$352K Hold
4,009
– – 0.01% 391
2024
Q1 		$360K Hold
4,009
– – 0.01% 376
2023
Q4 		$366K Hold
4,009
– – 0.01% 375
2023
Q3 		$347K Hold
4,009
– – 0.01% 377
2023
Q2 		$347K Hold
4,009
– – 0.01% 377
2023
Q1 		$340K Hold
4,009
– – 0.01% 365
2022
Q4 		$338K Sell
4,009
-155
-4% -$13K 0.01% 363
2022
Q3 		$339K Hold
4,164
– – 0.01% 353
2022
Q2 		$383K Buy
4,164
+155
+4% +$15.5K 0.01% 353
2022
Q1 		$434K Buy
4,009
+909
+29% +$95.9K 0.01% 363
2021
Q4 		$360K Buy
+3,100
New +$340K 0.01% 370

Other funds holding IYR

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $82.3B AUM
UBS Group
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

Bradley Foster & Sargent's IYR Position: Q2 2026 in Review

Bradley Foster & Sargent held its iShares US Real Estate ETF (IYR) position steady in Q2 2026 at 4,009 shares worth $410K. The position accounts for 0.01% of the portfolio, ranked #435.

Bradley Foster & Sargent first reported a position in IYR in Q4 2021 and has held it in 19 quarters since. The position peaked at $434K in Q1 2022. 486 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

  • Bradley Foster & Sargent held 4,009 shares of iShares US Real Estate ETF worth $410K as of Q2 2026.
  • Bradley Foster & Sargent left its iShares US Real Estate ETF share count unchanged in Q2 2026.
  • iShares US Real Estate ETF made up 0.01% of Bradley Foster & Sargent's portfolio in Q2 2026, its #435 holding.
  • Bradley Foster & Sargent first reported a position in iShares US Real Estate ETF in Q4 2021 and has held it in 19 quarters since.
  • Bradley Foster & Sargent's iShares US Real Estate ETF position peaked at $434K in Q1 2022.
  • 486 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on Bradley Foster & Sargent's 13F filing for Q2 2026, filed 14 Aug 2026.