Gladstone Institutional Advisory’s iShares US Real Estate ETF IYR Stock Holding History

Gladstone Institutional Advisory’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	$927K	Sell	9,067 -70	-0.8%	-$7.1K	0.03%	429
2026 Q1	$864K	Sell	9,137 -3,284	-26%	-$319K	0.03%	400
2025 Q4	$1.17M	Buy	12,421 +609	+5%	+$58K	0.04%	344
2025 Q3	$1.15M	Sell	11,812 -64	-0.5%	-$6.16K	0.04%	341
2025 Q2	$1.13M	Buy	11,876 +259	+2%	+$24.2K	0.05%	326
2025 Q1	$1.11M	Sell	11,617 -2,113	-15%	-$201K	0.05%	318
2024 Q4	$1.28M	Buy	13,730 +9,403	+217%	+$927K	0.06%	298
2024 Q3	$441K	Buy	+4,327	New	+$417K	0.02%	488

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

Gladstone Institutional Advisory's IYR Position: Q2 2026 in Review

Gladstone Institutional Advisory reduced its iShares US Real Estate ETF (IYR) stake by 0.77% in Q2 2026, selling an estimated $7.1K and leaving 9,067 shares worth $927K. The position accounts for 0.03% of the portfolio, ranked #429.

Gladstone Institutional Advisory first reported a position in IYR in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.28M in Q4 2024. 487 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

Gladstone Institutional Advisory held 9,067 shares of iShares US Real Estate ETF worth $927K as of Q2 2026.
Gladstone Institutional Advisory sold 70 iShares US Real Estate ETF shares in Q2 2026, an estimated $7.1K.
iShares US Real Estate ETF made up 0.03% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #429 holding.
Gladstone Institutional Advisory first reported a position in iShares US Real Estate ETF in Q3 2024 and has held it in 8 quarters since.
Gladstone Institutional Advisory's iShares US Real Estate ETF position peaked at $1.28M in Q4 2024.
487 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.