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J.W. Cole Advisors’s iShares US Real Estate ETF IYR Stock Holding History

J.W. Cole Advisors’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 		$634K Buy
+6,197
New +$629K 0.01% 925
2026
Q1 		– Sell
-6,250
Closed -$568K – 1141
2025
Q4 		$568K Sell
6,250
-676
-10% -$64.4K 0.01% 843
2025
Q3 		$672K Buy
6,926
+647
+10% +$62.3K 0.01% 879
2025
Q2 		$595K Buy
6,279
+212
+3% +$19.8K 0.01% 858
2025
Q1 		$581K Buy
6,067
+3,215
+113% +$306K 0.02% 719
2024
Q4 		$265K Hold
2,852
– – 0.01% 826
2024
Q3 		$291K Sell
2,852
-21
-0.7% -$2.02K 0.01% 783
2024
Q2 		$252K Sell
2,873
-192
-6% -$16.5K 0.01% 766
2024
Q1 		$275K Buy
3,065
+295
+11% +$26.1K 0.01% 717
2023
Q4 		$253K Sell
2,770
-207
-7% -$16.9K 0.01% 698
2023
Q3 		$233K Sell
2,977
-396
-12% -$33.8K 0.02% 639
2023
Q2 		$292K Sell
3,373
-7,102
-68% -$597K 0.02% 592
2023
Q1 		$889K Buy
10,475
+4,196
+67% +$367K 0.06% 312
2022
Q4 		$529K Buy
6,279
+1,284
+26% +$108K 0.04% 405
2022
Q3 		$407K Sell
4,995
-223
-4% -$21.1K 0.03% 452
2022
Q2 		$480K Buy
5,218
+2
+0% +$199 0.04% 414
2022
Q1 		$564K Sell
5,216
-34
-0.6% -$3.59K 0.04% 417
2021
Q4 		$610K Buy
+5,250
New +$575K 0.04% 402
2021
Q3 		– Sell
-4,888
Closed -$498K – 631
2021
Q2 		$498K Buy
4,888
+28
+0.6% +$2.78K 0.04% 437
2021
Q1 		$447K Buy
4,860
+2,413
+99% +$212K 0.04% 414
2020
Q4 		$210K Sell
2,447
-8,339
-77% -$694K 0.02% 580
2020
Q3 		$861K Buy
+10,786
New +$871K 0.07% 284
2020
Q1 		– Sell
-10,734
Closed -$999K – 317
2019
Q4 		$999K Buy
+10,734
New +$995K 0.13% 187

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.W. Cole Advisors's IYR Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in iShares US Real Estate ETF (IYR) in Q2 2026: 6,197 shares worth $634K. The stake represents 0.01% of the portfolio and ranks #925 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in IYR as recently as Q4 2025.

J.W. Cole Advisors first reported a position in IYR in Q4 2019 and has held it in 23 quarters since. The position peaked at $999K in Q4 2019. 486 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

  • J.W. Cole Advisors held 6,197 shares of iShares US Real Estate ETF worth $634K as of Q2 2026.
  • iShares US Real Estate ETF was a new J.W. Cole Advisors position in Q2 2026.
  • iShares US Real Estate ETF made up 0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #925 holding.
  • J.W. Cole Advisors first reported a position in iShares US Real Estate ETF in Q4 2019 and has held it in 23 quarters since.
  • J.W. Cole Advisors's iShares US Real Estate ETF position peaked at $999K in Q4 2019.
  • 486 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.