Cozad Asset Management’s iShares US Real Estate ETF IYR Stock Holding History

Cozad Asset Management’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	$279K	Hold	2,725	–	–	0.02%	396
2026 Q1	$258K	Hold	2,725	–	–	0.02%	384
2025 Q4	$256K	Hold	2,725	–	–	0.02%	386
2025 Q3	$265K	Hold	2,725	–	–	0.02%	376
2025 Q2	$258K	Hold	2,725	–	–	0.02%	365
2025 Q1	$261K	Sell	2,725 -535	-16%	-$50.9K	0.03%	345
2024 Q4	$303K	Hold	3,260	–	–	0.03%	325
2024 Q3	$332K	Hold	3,260	–	–	0.03%	310
2024 Q2	$286K	Sell	3,260 -506	-13%	-$43.4K	0.03%	325
2024 Q1	$339K	Hold	3,766	–	–	0.04%	300
2023 Q4	$344K	Hold	3,766	–	–	0.04%	296
2023 Q3	$294K	Hold	3,766	–	–	0.04%	304
2023 Q2	$326K	Buy	3,766 +115	+3%	+$9.66K	0.04%	290
2023 Q1	$310K	Hold	3,651	–	–	0.04%	296
2022 Q4	$307K	Hold	3,651	–	–	0.04%	289
2022 Q3	$297K	Buy	3,651 +120	+3%	+$11.4K	0.05%	276
2022 Q2	$325K	Hold	3,531	–	–	0.05%	272
2022 Q1	$382K	Buy	3,531 +271	+8%	+$28.6K	0.05%	264
2021 Q4	$379K	Hold	3,260	–	–	0.05%	254
2021 Q3	$334K	Hold	3,260	–	–	0.05%	263
2021 Q2	$332K	Hold	3,260	–	–	0.05%	262
2021 Q1	$300K	Hold	3,260	–	–	0.05%	277
2020 Q4	$279K	Hold	3,260	–	–	0.05%	268
2020 Q3	$260K	Sell	3,260 -120	-4%	-$9.69K	0.05%	276
2020 Q2	$266K	Hold	3,380	–	–	0.05%	267
2020 Q1	$235K	Sell	3,380 -680	-17%	-$60.2K	0.08%	184
2019 Q4	$378K	Hold	4,060	–	–	0.1%	172
2019 Q3	$380K	Hold	4,060	–	–	0.11%	168
2019 Q2	$354K	Buy	4,060 +40	+1%	+$3.5K	0.1%	173
2019 Q1	$350K	Hold	4,020	–	–	0.11%	174
2018 Q4	$301K	Hold	4,020	–	–	0.1%	179
2018 Q3	$322K	Hold	4,020	–	–	0.09%	176
2018 Q2	$324K	Buy	+4,020	New	+$310K	0.1%	171

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

Cozad Asset Management's IYR Position: Q2 2026 in Review

Cozad Asset Management held its iShares US Real Estate ETF (IYR) position steady in Q2 2026 at 2,725 shares worth $279K. The position accounts for 0.02% of the portfolio, ranked #396.

Cozad Asset Management first reported a position in IYR in Q2 2018 and has held it in 33 quarters since. The position peaked at $382K in Q1 2022. 486 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

Cozad Asset Management held 2,725 shares of iShares US Real Estate ETF worth $279K as of Q2 2026.
Cozad Asset Management left its iShares US Real Estate ETF share count unchanged in Q2 2026.
iShares US Real Estate ETF made up 0.02% of Cozad Asset Management's portfolio in Q2 2026, its #396 holding.
Cozad Asset Management first reported a position in iShares US Real Estate ETF in Q2 2018 and has held it in 33 quarters since.
Cozad Asset Management's iShares US Real Estate ETF position peaked at $382K in Q1 2022.
486 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on Cozad Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.