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

Gould 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 		$684K Hold
6,690
– – 0.11% 94
2026
Q1 		$633K Sell
6,690
-115
-2% -$11.2K 0.11% 93
2025
Q4 		$639K Buy
6,805
+1,090
+19% +$104K 0.11% 87
2025
Q3 		$555K Sell
5,715
-60
-1% -$5.77K 0.1% 100
2025
Q2 		$547K Sell
5,775
-200
-3% -$18.7K 0.11% 98
2025
Q1 		$572K Hold
5,975
– – 0.12% 88
2024
Q4 		$556K Hold
5,975
– – 0.12% 93
2024
Q3 		$609K Sell
5,975
-180
-3% -$17.3K 0.13% 83
2024
Q2 		$540K Sell
6,155
-225
-4% -$19.3K 0.12% 88
2024
Q1 		$574K Sell
6,380
-170
-3% -$15K 0.14% 85
2023
Q4 		$599K Sell
6,550
-55
-0.8% -$4.5K 0.15% 73
2023
Q3 		$516K Hold
6,605
– – 0.15% 72
2023
Q2 		$572K Hold
6,605
– – 0.16% 68
2023
Q1 		$561K Sell
6,605
-870
-12% -$76.1K 0.16% 69
2022
Q4 		$629K Buy
7,475
+790
+12% +$66.3K 0.19% 64
2022
Q3 		$544K Sell
6,685
-320
-5% -$30.3K 0.18% 58
2022
Q2 		$644K Sell
7,005
-265
-4% -$26.4K 0.21% 57
2022
Q1 		$787K Sell
7,270
-100
-1% -$10.6K 0.23% 47
2021
Q4 		$856K Buy
7,370
+300
+4% +$32.9K 0.24% 44
2021
Q3 		$724K Sell
7,070
-155
-2% -$16.5K 0.22% 48
2021
Q2 		$737K Sell
7,225
-345
-5% -$34.2K 0.21% 59
2021
Q1 		$696K Buy
7,570
+90
+1% +$7.9K 0.21% 59
2020
Q4 		$641K Buy
7,480
+420
+6% +$35K 0.2% 59
2020
Q3 		$564K Sell
7,060
-130
-2% -$10.5K 0.19% 61
2020
Q2 		$567K Sell
7,190
-230
-3% -$17.4K 0.2% 60
2020
Q1 		$516K Sell
7,420
-415
-5% -$36.7K 0.2% 52
2019
Q4 		$729K Sell
7,835
-80
-1% -$7.42K 0.24% 56
2019
Q3 		$740K Hold
7,915
– – 0.26% 53
2019
Q2 		$691K Sell
7,915
-15
-0.2% -$1.31K 0.25% 52
2019
Q1 		$690K Sell
7,930
-185
-2% -$15.3K 0.26% 51
2018
Q4 		$608K Buy
+8,115
New +$638K 0.25% 52

Other funds holding IYR

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $82.3B AUM
UBS Group
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

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

Gould Asset Management held its iShares US Real Estate ETF (IYR) position steady in Q2 2026 at 6,690 shares worth $684K. The position accounts for 0.11% of the portfolio, ranked #94.

Gould Asset Management first reported a position in IYR in Q4 2018 and has held it in 31 quarters since. The position peaked at $856K in Q4 2021. 486 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

  • Gould Asset Management held 6,690 shares of iShares US Real Estate ETF worth $684K as of Q2 2026.
  • Gould Asset Management left its iShares US Real Estate ETF share count unchanged in Q2 2026.
  • iShares US Real Estate ETF made up 0.11% of Gould Asset Management's portfolio in Q2 2026, its #94 holding.
  • Gould Asset Management first reported a position in iShares US Real Estate ETF in Q4 2018 and has held it in 31 quarters since.
  • Gould Asset Management's iShares US Real Estate ETF position peaked at $856K in Q4 2021.
  • 486 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on Gould Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.