Jefferies Financial Group’s iShares US Real Estate ETF IYR Stock Holding History

Jefferies Financial Group’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	$208K	Sell	2,033 -67,962	-97%	-$6.9M	﹤0.01%	1464
2026 Q1	$6.62M	Buy	+69,995	New	+$6.8M	0.05%	283
2025 Q3	–	Sell	-3,487	Closed	-$330K	–	1566
2025 Q2	$330K	Sell	3,487 -8,977	-72%	-$838K	﹤0.01%	1001
2025 Q1	$1.19M	Buy	+12,464	New	+$1.19M	0.01%	745
2024 Q3	–	Sell	-29,347	Closed	-$2.57M	–	1605
2024 Q2	$2.57M	Buy	+29,347	New	+$2.52M	0.03%	473
2024 Q1	–	Sell	-18,475	Closed	-$1.69M	–	1819
2023 Q4	$1.69M	Buy	+18,475	New	+$1.51M	0.01%	774
2023 Q1	–	Sell	-11,051	Closed	-$930K	–	1802
2022 Q4	$930K	Buy	+11,051	New	+$928K	0.01%	894

Other funds holding IYR

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $82.3B AUM

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

Jefferies Financial Group's IYR Position: Q2 2026 in Review

Jefferies Financial Group reduced its iShares US Real Estate ETF (IYR) stake by 97% in Q2 2026, selling an estimated $6.9M and leaving 2,033 shares worth $208K. The position accounts for ﹤0.01% of the portfolio, ranked #1464.

Jefferies Financial Group first reported a position in IYR in Q4 2022 and has held it in 7 quarters since. The position peaked at $6.62M in Q1 2026. 486 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

Jefferies Financial Group held 2,033 shares of iShares US Real Estate ETF worth $208K as of Q2 2026.
Jefferies Financial Group sold 67,962 iShares US Real Estate ETF shares in Q2 2026, an estimated $6.9M.
iShares US Real Estate ETF made up ﹤0.01% of Jefferies Financial Group's portfolio in Q2 2026, its #1464 holding.
Jefferies Financial Group first reported a position in iShares US Real Estate ETF in Q4 2022 and has held it in 7 quarters since.
Jefferies Financial Group's iShares US Real Estate ETF position peaked at $6.62M in Q1 2026.
486 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.