IAIM
JBGS

International Assets Investment Management’s JBG SMITH JBGS Stock Holding History

International Assets Investment Management’s Portfolio JBGS Stock Details JBGS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$395 Hold
26
– – ﹤0.01% 2285
2026
Q1 		$376 Hold
26
– – ﹤0.01% 2155
2025
Q4 		$442 Buy
+26
New +$491 ﹤0.01% 2107
2024
Q3 		– Sell
-26
Closed -$396 – 2234
2024
Q2 		$396 Buy
+26
New +$385 ﹤0.01% 2187

Other funds holding JBGS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

International Assets Investment Management's JBGS Position: Q2 2026 in Review

International Assets Investment Management held its JBG SMITH (JBGS) position steady in Q2 2026 at 26 shares worth $395. The position accounts for ﹤0.01% of the portfolio, ranked #2285.

International Assets Investment Management first reported a position in JBGS in Q2 2024 and has held it in 4 quarters since. The position peaked at $442 in Q4 2025. 121 funds tracked by Wall St. Rank hold JBGS as of Q2 2026.

  • International Assets Investment Management held 26 shares of JBG SMITH worth $395 as of Q2 2026.
  • International Assets Investment Management left its JBG SMITH share count unchanged in Q2 2026.
  • JBG SMITH made up ﹤0.01% of International Assets Investment Management's portfolio in Q2 2026, its #2285 holding.
  • International Assets Investment Management first reported a position in JBG SMITH in Q2 2024 and has held it in 4 quarters since.
  • International Assets Investment Management's JBG SMITH position peaked at $442 in Q4 2025.
  • 121 funds tracked by Wall St. Rank held JBG SMITH as of Q2 2026.

Based on International Assets Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.