Glass Jacobson Investment Advisors’s iShares US Real Estate ETF IYR Stock Holding History

Glass Jacobson Investment Advisors’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	$7.57K	Hold	74	–	–	﹤0.01%	486
2026 Q1	$7K	Hold	74	–	–	﹤0.01%	483
2025 Q4	$6.95K	Hold	74	–	–	﹤0.01%	476
2025 Q3	$7.18K	Hold	74	–	–	﹤0.01%	470
2025 Q2	$7.01K	Sell	74 -145	-66%	-$13.5K	﹤0.01%	451
2025 Q1	$20.4K	Hold	219	–	–	0.01%	503
2024 Q4	$20.4K	Buy	219 +51	+30%	+$5.03K	0.01%	503
2024 Q3	$17.1K	Buy	168 +29	+21%	+$2.79K	0.01%	511
2024 Q2	$12.2K	Buy	139 +94	+209%	+$8.06K	﹤0.01%	531
2024 Q1	$4.05K	Buy	45 +17	+61%	+$1.5K	﹤0.01%	636
2023 Q4	$2.56K	Hold	28	–	–	﹤0.01%	636
2023 Q3	$2.19K	Hold	28	–	–	﹤0.01%	628
2023 Q2	$2.42K	Buy	+28	New	+$2.35K	﹤0.01%	632
2022 Q4	$2.36K	Buy	+28	New	+$2.35K	﹤0.01%	659

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

Glass Jacobson Investment Advisors's IYR Position: Q2 2026 in Review

Glass Jacobson Investment Advisors held its iShares US Real Estate ETF (IYR) position steady in Q2 2026 at 74 shares worth $7.57K. The position accounts for ﹤0.01% of the portfolio, ranked #486.

Glass Jacobson Investment Advisors first reported a position in IYR in Q4 2022 and has held it in 14 quarters since. The position peaked at $20.4K in Q1 2025. 486 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

Glass Jacobson Investment Advisors held 74 shares of iShares US Real Estate ETF worth $7.57K as of Q2 2026.
Glass Jacobson Investment Advisors left its iShares US Real Estate ETF share count unchanged in Q2 2026.
iShares US Real Estate ETF made up ﹤0.01% of Glass Jacobson Investment Advisors's portfolio in Q2 2026, its #486 holding.
Glass Jacobson Investment Advisors first reported a position in iShares US Real Estate ETF in Q4 2022 and has held it in 14 quarters since.
Glass Jacobson Investment Advisors's iShares US Real Estate ETF position peaked at $20.4K in Q1 2025.
486 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.