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JFS Wealth Advisors’s iShares US Real Estate ETF IYR Stock Holding History

JFS Wealth 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 		$2.92M Sell
28,518
-561
-2% -$56.9K 0.15% 88
2026
Q1 		$2.75M Sell
29,079
-150
-0.5% -$14.6K 0.15% 84
2025
Q4 		$2.74M Sell
29,229
-181
-0.6% -$17.3K 0.15% 85
2025
Q3 		$2.86M Buy
29,410
+1,745
+6% +$168K 0.17% 83
2025
Q2 		$2.62M Sell
27,665
-13
-0% -$1.21K 0.17% 80
2025
Q1 		$2.65M Buy
27,678
+5
+0% +$476 0.18% 75
2024
Q4 		$2.58M Sell
27,673
-1,690
-6% -$167K 0.18% 74
2024
Q3 		$2.99M Sell
29,363
-700
-2% -$67.4K 0.2% 75
2024
Q2 		$2.64M Buy
30,063
+117
+0.4% +$10K 0.21% 69
2024
Q1 		$2.69M Buy
29,946
+422
+1% +$37.3K 0.21% 65
2023
Q4 		$2.7M Sell
29,524
-2,597
-8% -$213K 0.23% 62
2023
Q3 		$2.51M Sell
32,121
-167
-0.5% -$14.2K 0.24% 65
2023
Q2 		$2.79M Buy
32,288
+79
+0.2% +$6.64K 0.25% 61
2023
Q1 		$2.73M Buy
32,209
+1,374
+4% +$120K 0.26% 61
2022
Q4 		$2.6M Sell
30,835
-3,364
-10% -$283K 0.25% 61
2022
Q3 		$2.79M Buy
34,199
+8
+0% +$757 0.31% 55
2022
Q2 		$3.15M Sell
34,191
-154
-0.4% -$15.4K 0.33% 52
2022
Q1 		$3.72M Buy
34,345
+664
+2% +$70.1K 0.35% 54
2021
Q4 		$3.91M Sell
33,681
-16,051
-32% -$1.76M 0.37% 53
2021
Q3 		$5.09M Buy
+49,732
New +$5.29M 0.52% 35

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

JFS Wealth Advisors's IYR Position: Q2 2026 in Review

JFS Wealth Advisors reduced its iShares US Real Estate ETF (IYR) stake by 1.9% in Q2 2026, selling an estimated $56.9K and leaving 28,518 shares worth $2.92M. The position accounts for 0.15% of the portfolio, ranked #88.

JFS Wealth Advisors first reported a position in IYR in Q3 2021 and has held it in 20 quarters since. The position peaked at $5.09M in Q3 2021. 486 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

  • JFS Wealth Advisors held 28,518 shares of iShares US Real Estate ETF worth $2.92M as of Q2 2026.
  • JFS Wealth Advisors sold 561 iShares US Real Estate ETF shares in Q2 2026, an estimated $56.9K.
  • iShares US Real Estate ETF made up 0.15% of JFS Wealth Advisors's portfolio in Q2 2026, its #88 holding.
  • JFS Wealth Advisors first reported a position in iShares US Real Estate ETF in Q3 2021 and has held it in 20 quarters since.
  • JFS Wealth Advisors's iShares US Real Estate ETF position peaked at $5.09M in Q3 2021.
  • 486 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.