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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
2025
Q3 		– Sell
-70,000
Closed -$6.63M – 540
2025
Q2 		$6.63M Buy
+70,000
New +$6.53M 0.16% 172
2016
Q4 		– Sell
-62,500
Closed -$5.04M – 337
2016
Q3 		$5.04M Buy
+62,500
New +$5.17M 0.28% 104
2015
Q2 		– Sell
-74,300
Closed -$5.89M – 281
2015
Q1 		$5.89M Buy
+74,300
New +$5.94M 0.36% 79

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.