JCM
IYR icon

Jacobi Capital Management’s iShares US Real Estate ETF IYR Stock Holding History

Jacobi Capital Management’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
Q2 		– Sell
-101,814
Closed -$9.75M – 597
2025
Q1 		$9.75M Buy
101,814
+1,362
+1% +$130K 0.72% 20
2024
Q4 		$9.35M Sell
100,452
-375
-0.4% -$37K 0.7% 21
2024
Q3 		$10.3M Buy
+100,827
New +$9.71M 0.78% 16
2024
Q2 		– Sell
-97,130
Closed -$8.73M – 522
2024
Q1 		$8.73M Buy
+97,130
New +$8.59M 0.81% 18
2021
Q4 		– Sell
-5
Closed – – 871
2021
Q3 		$0 Hold
5
– – ﹤0.01% 1469
2021
Q2 		$0 Hold
5
– – ﹤0.01% 1410
2021
Q1 		$0 Hold
5
– – ﹤0.01% 1404
2020
Q4 		$0 Sell
5
-261
-98% -$21.7K ﹤0.01% 1330
2020
Q3 		$21K Sell
266
-1,425
-84% -$115K ﹤0.01% 660
2020
Q2 		$133K Sell
1,691
-70,544
-98% -$5.35M 0.02% 338
2020
Q1 		$5.03M Sell
72,235
-631
-0.9% -$55.8K 1.08% 18
2019
Q4 		$6.78M Buy
72,866
+71,220
+4,327% +$6.6M 1.24% 14
2019
Q3 		$154K Buy
1,646
+10
+0.6% +$911 0.03% 303
2019
Q2 		$143K Sell
1,636
-77
-4% -$6.74K 0.03% 307
2019
Q1 		$149K Sell
1,713
-80,564
-98% -$6.66M 0.04% 263
2018
Q4 		$6.17M Buy
82,277
+5,731
+7% +$450K 1.69% 14
2018
Q3 		$6.13M Buy
76,546
+74,963
+4,736% +$6.11M 1.64% 13
2018
Q2 		$128K Sell
1,583
-378
-19% -$29.1K 0.04% 275
2018
Q1 		$146K Sell
1,961
-30
-2% -$2.28K 0.04% 237
2017
Q4 		$159K Sell
1,991
-73
-4% -$5.93K 0.05% 197
2017
Q3 		$166K Sell
2,064
-68,004
-97% -$5.46M 0.06% 167
2017
Q2 		$5.47M Buy
70,068
+5,283
+8% +$420K 2.12% 11
2017
Q1 		$5.09M Buy
64,785
+13,602
+27% +$1.06M 2.6% 8
2016
Q4 		$3.93M Sell
51,183
-14,505
-22% -$1.1M 2.4% 11
2016
Q3 		$5.13M Buy
65,688
+65,508
+36,393% +$5.42M 2.42% 13
2016
Q2 		$15K Buy
+180
New +$14.1K 0.01% 390

Other funds holding IYR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
CWM
CIBC World Markets New York $20.8B AUM
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

Jacobi Capital Management's IYR Position: Q2 2025 in Review

Jacobi Capital Management sold out of iShares US Real Estate ETF (IYR) in Q2 2025, closing a stake of 101,814 shares — an estimated $9.75M sold.

Jacobi Capital Management first reported a position in IYR in Q2 2016 and held it in 26 quarters. The position peaked at $10.3M in Q3 2024. 476 funds tracked by Wall St. Rank hold IYR as of Q2 2025.

  • Jacobi Capital Management reported no remaining iShares US Real Estate ETF position as of Q2 2025 after selling out during the quarter.
  • Jacobi Capital Management sold 101,814 iShares US Real Estate ETF shares in Q2 2025, an estimated $9.75M.
  • Jacobi Capital Management first reported a position in iShares US Real Estate ETF in Q2 2016 and held it in 26 quarters.
  • Jacobi Capital Management's iShares US Real Estate ETF position peaked at $10.3M in Q3 2024.
  • 476 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2025.

Based on Jacobi Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.