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J. Goldman & Co’s iShares US Real Estate ETF IYR Stock Holding History

J. Goldman & Co’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
Q1 		$4.19M Sell
44,297
-2,045
-4% -$199K 0.12% 215
2025
Q4 		$4.35M Sell
46,342
-181,449
-80% -$17.3M 0.11% 218
2025
Q3 		$22.1M Buy
227,791
+61,591
+37% +$5.93M 0.56% 41
2025
Q2 		$15.8M Buy
166,200
+52,619
+46% +$4.91M 0.38% 85
2025
Q1 		$10.9M Buy
113,581
+70,000
+161% +$6.66M 0.27% 119
2024
Q4 		$4.06M Sell
43,581
-9,137
-17% -$900K 0.11% 211
2024
Q3 		$5.37M Sell
52,718
-3,698
-7% -$356K 0.15% 149
2024
Q2 		$4.95M Buy
56,416
+18,671
+49% +$1.6M 0.14% 174
2024
Q1 		$3.39M Hold
37,745
– – 0.11% 177
2023
Q4 		$3.45M Hold
37,745
– – 0.14% 149
2023
Q3 		$2.95M Sell
37,745
-12,218
-24% -$1.04M 0.1% 174
2023
Q2 		$4.32M Buy
49,963
+43,963
+733% +$3.69M 0.16% 151
2023
Q1 		$509K Buy
+6,000
New +$525K 0.02% 267
2022
Q1 		– Sell
-3,978
Closed -$462K – 403
2021
Q4 		$462K Buy
3,978
+1,987
+100% +$218K 0.03% 289
2021
Q3 		$204K Buy
+1,991
New +$212K 0.01% 311
2020
Q4 		– Sell
-8,002
Closed -$639K – 426
2020
Q3 		$639K Buy
8,002
+4,671
+140% +$377K 0.04% 239
2020
Q2 		$263K Sell
3,331
-2,748
-45% -$208K 0.02% 242
2020
Q1 		$423K Sell
6,079
-14,058
-70% -$1.24M 0.05% 184
2019
Q4 		$1.87M Buy
+20,137
New +$1.87M 0.13% 145
2019
Q3 		– Sell
-6,500
Closed -$568K – 322
2019
Q2 		$568K Buy
+6,500
New +$569K 0.04% 214
2019
Q1 		– Sell
-112,359
Closed -$8.42M – 295
2018
Q4 		$8.42M Buy
+112,359
New +$8.83M 0.65% 41
2018
Q3 		– Sell
-50,783
Closed -$4.09M – 334
2018
Q2 		$4.09M Sell
50,783
-56,124
-52% -$4.32M 0.21% 148
2018
Q1 		$8.07M Buy
106,907
+19,382
+22% +$1.47M 0.34% 73
2017
Q4 		$7.09M Sell
87,525
-174,667
-67% -$14.2M 0.37% 78
2017
Q3 		$20.9M Buy
262,192
+72,600
+38% +$5.83M 1.06% 20
2017
Q2 		$15.1M Sell
189,592
-14,150
-7% -$1.13M 0.82% 29
2017
Q1 		$16M Sell
203,742
-46,100
-18% -$3.6M 0.79% 24
2016
Q4 		$19.2M Buy
249,842
+101,500
+68% +$7.71M 1.27% 15
2016
Q3 		$12M Sell
148,342
-317,500
-68% -$26.3M 0.68% 39
2016
Q2 		$38.4M Sell
465,842
-55,400
-11% -$4.34M 2% 5
2016
Q1 		$40.6M Buy
521,242
+408,700
+363% +$29.7M 2.52% 5
2015
Q4 		$8.45M Sell
112,542
-9,964
-8% -$744K 0.87% 25
2015
Q3 		$8.69M Buy
122,506
+1,166
+1% +$84.9K 0.74% 31
2015
Q2 		$8.65M Sell
121,340
-78,660
-39% -$5.96M 0.53% 54
2015
Q1 		$15.9M Buy
+200,000
New +$16M 0.98% 17

Other funds holding IYR

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $74.4B AUM
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
IMPI
Ilmarinen Mutual Pension Insurance Helsinki, Finland $12.7B AUM 16.27% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

J. Goldman & Co's IYR Position: Q1 2026 in Review

J. Goldman & Co reduced its iShares US Real Estate ETF (IYR) stake by 4.4% in Q1 2026, selling an estimated $199K and leaving 44,297 shares worth $4.19M. The position accounts for 0.12% of the portfolio, ranked #215.

J. Goldman & Co first reported a position in IYR in Q1 2015 and has held it in 35 quarters since. The position peaked at $40.6M in Q1 2016. 458 funds tracked by Wall St. Rank hold IYR as of Q1 2026.

  • J. Goldman & Co held 44,297 shares of iShares US Real Estate ETF worth $4.19M as of Q1 2026.
  • J. Goldman & Co sold 2,045 iShares US Real Estate ETF shares in Q1 2026, an estimated $199K.
  • iShares US Real Estate ETF made up 0.12% of J. Goldman & Co's portfolio in Q1 2026, its #215 holding.
  • J. Goldman & Co first reported a position in iShares US Real Estate ETF in Q1 2015 and has held it in 35 quarters since.
  • J. Goldman & Co's iShares US Real Estate ETF position peaked at $40.6M in Q1 2016.
  • 458 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2026.

Based on J. Goldman & Co's 13F filing for Q1 2026, filed 15 May 2026.