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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
2013
Q4 		– Sell
-55,100
Closed -$3.52M – 266
2013
Q3 		$3.52M Hold
55,100
– – 0.33% 107
2013
Q2 		$3.66M Buy
+55,100
New +$3.89M 0.37% 86

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

J. Goldman & Co's IYR Position: Q2 2026 in Review

J. Goldman & Co increased its iShares US Real Estate ETF (IYR) stake by 54% in Q2 2026, buying an estimated $2.44M and bringing the position to 68,297 shares worth $6.98M. The position accounts for 0.18% of the portfolio, ranked #157.

J. Goldman & Co first reported a position in IYR in Q1 2015 and has held it in 36 quarters since. The position peaked at $40.6M in Q1 2016. 487 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

  • J. Goldman & Co held 68,297 shares of iShares US Real Estate ETF worth $6.98M as of Q2 2026.
  • J. Goldman & Co bought 24,000 iShares US Real Estate ETF shares in Q2 2026, an estimated $2.44M.
  • iShares US Real Estate ETF made up 0.18% of J. Goldman & Co's portfolio in Q2 2026, its #157 holding.
  • J. Goldman & Co first reported a position in iShares US Real Estate ETF in Q1 2015 and has held it in 36 quarters since.
  • J. Goldman & Co's iShares US Real Estate ETF position peaked at $40.6M in Q1 2016.
  • 487 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on J. Goldman & Co's 13F filing for Q2 2026, filed 14 Aug 2026.