Brighton Jones LLC’s iShares US Real Estate ETF IYR Stock Holding History

Brighton Jones LLC’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	$215K	Buy	+2,106	New	+$214K	﹤0.01%	1218
2025 Q3	–	Sell	-4,737	Closed	-$449K	–	1047
2025 Q2	$449K	Buy	+4,737	New	+$442K	0.01%	580
2025 Q1	–	Sell	-2,815	Closed	-$262K	–	726
2024 Q4	$262K	Buy	2,815 +466	+20%	+$45.9K	0.01%	562
2024 Q3	$239K	Buy	+2,349	New	+$226K	0.01%	488
2024 Q1	–	Sell	-2,271	Closed	-$208K	–	642
2023 Q4	$208K	Buy	+2,271	New	+$186K	0.01%	536

Other funds holding IYR

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

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $82.3B AUM

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

Brighton Jones LLC's IYR Position: Q2 2026 in Review

Brighton Jones LLC opened a new position in iShares US Real Estate ETF (IYR) in Q2 2026: 2,106 shares worth $215K. The stake represents ﹤0.01% of the portfolio and ranks #1218 among its holdings. This is a return to the name: Brighton Jones LLC previously reported a position in IYR as recently as Q2 2025.

Brighton Jones LLC first reported a position in IYR in Q4 2023 and has held it in 5 quarters since. The position peaked at $449K in Q2 2025. 487 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

Brighton Jones LLC held 2,106 shares of iShares US Real Estate ETF worth $215K as of Q2 2026.
iShares US Real Estate ETF was a new Brighton Jones LLC position in Q2 2026.
iShares US Real Estate ETF made up ﹤0.01% of Brighton Jones LLC's portfolio in Q2 2026, its #1218 holding.
Brighton Jones LLC first reported a position in iShares US Real Estate ETF in Q4 2023 and has held it in 5 quarters since.
Brighton Jones LLC's iShares US Real Estate ETF position peaked at $449K in Q2 2025.
487 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on Brighton Jones LLC's 13F filing for Q2 2026, filed 11 Aug 2026.