Janney Montgomery Scott
IYR icon

Janney Montgomery Scott’s iShares US Real Estate ETF IYR Stock Holding History

Janney Montgomery Scott’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 		$1.07M Buy
10,442
+2,762
+36% +$280K ﹤0.01% 1892
2026
Q1 		$726K Sell
7,680
-281
-4% -$27.3K ﹤0.01% 1824
2025
Q4 		$748K Sell
7,961
-68
-0.8% -$6.48K ﹤0.01% 1921
2025
Q3 		$780K Sell
8,029
-116
-1% -$11.2K ﹤0.01% 1874
2025
Q2 		$772K Sell
8,145
-1,198
-13% -$112K ﹤0.01% 1756
2025
Q1 		$895K Sell
9,343
-756
-7% -$71.9K ﹤0.01% 1613
2024
Q4 		$940K Sell
10,099
-89
-0.9% -$8.77K ﹤0.01% 1570
2024
Q3 		$1.04M Sell
10,188
-2,615
-20% -$252K ﹤0.01% 1477
2024
Q2 		$1.12M Buy
12,803
+2,990
+30% +$256K ﹤0.01% 1381
2024
Q1 		$882K Buy
9,813
+829
+9% +$73.3K ﹤0.01% 1592
2023
Q4 		$821K Sell
8,984
-1,234
-12% -$101K ﹤0.01% 1568
2023
Q3 		$798K Buy
10,218
+3,122
+44% +$266K ﹤0.01% 1458
2023
Q2 		$614K Sell
7,096
-3,101
-30% -$260K ﹤0.01% 1705
2023
Q1 		$866K Buy
10,197
+2,429
+31% +$212K ﹤0.01% 1401
2022
Q4 		$654K Sell
7,768
-1,977
-20% -$166K ﹤0.01% 1596
2022
Q3 		$793K Sell
9,745
-489
-5% -$46.3K ﹤0.01% 1427
2022
Q2 		$949K Sell
10,234
-4,449
-30% -$444K ﹤0.01% 1277
2022
Q1 		$1.59M Sell
14,683
-13,209
-47% -$1.39M 0.01% 1015
2021
Q4 		$3.24M Buy
27,892
+1,891
+7% +$207K 0.01% 777
2021
Q3 		$2.66M Buy
26,001
+17,594
+209% +$1.87M 0.01% 817
2021
Q2 		$857K Sell
8,407
-558
-6% -$55.4K ﹤0.01% 1349
2021
Q1 		$824K Sell
8,965
-1,625
-15% -$143K ﹤0.01% 1296
2020
Q4 		$907K Buy
10,590
+1,030
+11% +$85.7K ﹤0.01% 1227
2020
Q3 		$763K Sell
9,560
-3,387
-26% -$274K ﹤0.01% 1214
2020
Q2 		$1.02M Sell
12,947
-9,804
-43% -$743K 0.01% 1033
2020
Q1 		$1.58M Sell
22,751
-77,402
-77% -$6.85M 0.01% 780
2019
Q4 		$9.32M Buy
100,153
+23,943
+31% +$2.22M 0.06% 298
2019
Q3 		$7.13M Sell
76,210
-1,162
-2% -$106K 0.05% 346
2019
Q2 		$6.75M Buy
77,372
+43,225
+127% +$3.78M 0.05% 345
2019
Q1 		$2.97M Buy
34,147
+7,859
+30% +$650K 0.02% 563
2018
Q4 		$1.97M Buy
26,288
+12,904
+96% +$1.01M 0.02% 646
2018
Q3 		$1.07M Buy
13,384
+2,411
+22% +$197K 0.01% 992
2018
Q2 		$884K Sell
10,973
-1,503
-12% -$116K 0.01% 1045
2018
Q1 		$942K Sell
12,476
-114,664
-90% -$8.7M 0.01% 993
2017
Q4 		$10.3M Sell
127,140
-2,229
-2% -$181K 0.11% 217
2017
Q3 		$10.3M Buy
129,369
+281
+0.2% +$22.6K 0.12% 203
2017
Q2 		$10.3M Buy
129,088
+1,752
+1% +$139K 0.13% 191
2017
Q1 		$9.99M Buy
127,336
+114,950
+928% +$8.97M 0.13% 183
2016
Q4 		$953K Sell
12,386
-235
-2% -$17.9K 0.01% 794
2016
Q3 		$1.02M Sell
12,621
-2,681
-18% -$222K 0.02% 651
2016
Q2 		$1.26M Buy
15,302
+10,917
+249% +$856K 0.03% 362
2016
Q1 		$341K Sell
4,385
-15,935
-78% -$1.16M 0.01% 911
2015
Q4 		$1.53M Buy
20,320
+4,017
+25% +$300K 0.04% 415
2015
Q3 		$1.16M Sell
16,303
-4,067
-20% -$296K 0.03% 486
2015
Q2 		$1.45M Buy
20,370
+1,941
+11% +$147K 0.03% 614
2015
Q1 		$1.46M Sell
18,429
-7,335
-28% -$587K 0.03% 697
2014
Q4 		$1.98M Sell
25,764
-1,974
-7% -$148K 0.04% 555
2014
Q3 		$1.92M Sell
27,738
-75,138
-73% -$5.44M 0.04% 535
2014
Q2 		$7.39M Sell
102,876
-800
-0.8% -$56.3K 0.16% 136
2014
Q1 		$7.02M Buy
103,676
+26,244
+34% +$1.74M 0.17% 137
2013
Q4 		$4.88M Buy
77,432
+7,770
+11% +$500K 0.13% 187
2013
Q3 		$4.44M Buy
+69,662
New +$4.55M 0.13% 186

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

Janney Montgomery Scott's IYR Position: Q2 2026 in Review

Janney Montgomery Scott increased its iShares US Real Estate ETF (IYR) stake by 36% in Q2 2026, buying an estimated $280K and bringing the position to 10,442 shares worth $1.07M. The position accounts for ﹤0.01% of the portfolio, ranked #1892.

Janney Montgomery Scott first reported a position in IYR in Q3 2013 and has held it in 52 quarters since. The position peaked at $10.3M in Q3 2017. 486 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

  • Janney Montgomery Scott held 10,442 shares of iShares US Real Estate ETF worth $1.07M as of Q2 2026.
  • Janney Montgomery Scott bought 2,762 iShares US Real Estate ETF shares in Q2 2026, an estimated $280K.
  • iShares US Real Estate ETF made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q2 2026, its #1892 holding.
  • Janney Montgomery Scott first reported a position in iShares US Real Estate ETF in Q3 2013 and has held it in 52 quarters since.
  • Janney Montgomery Scott's iShares US Real Estate ETF position peaked at $10.3M in Q3 2017.
  • 486 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.