BJL
IYR icon

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
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

Barclays
Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $74B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $4.96B AUM 31.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return