Joel Isaacson & Co’s iShares US Real Estate ETF IYR Stock Holding History

Joel Isaacson & Co’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	-2,156	Closed	-$206K	–	426
2025 Q1	$206K	Buy	2,156 +5	+0.2%	+$476	0.01%	376
2024 Q4	$200K	Buy	2,151 +9	+0.4%	+$887	0.01%	362
2024 Q3	$218K	Buy	+2,142	New	+$206K	0.01%	341
2022 Q2	–	Sell	-2,266	Closed	-$245K	–	309
2022 Q1	$245K	Buy	+2,266	New	+$239K	0.02%	274
2021 Q3	–	Sell	-2,253	Closed	-$230K	–	312
2021 Q2	$230K	Buy	2,253 +8	+0.4%	+$794	0.02%	265
2021 Q1	$206K	Buy	+2,245	New	+$197K	0.02%	258
2017 Q1	–	Sell	-762	Closed	-$59K	–	354
2016 Q4	$59K	Hold	762	–	–	0.01%	280
2016 Q3	$61K	Hold	762	–	–	0.01%	297
2016 Q2	$63K	Buy	+762	New	+$59.7K	0.01%	295

Other funds holding IYR

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return

CWM

CIBC World Markets New York $20.8B AUM

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

Joel Isaacson & Co's IYR Position: Q2 2025 in Review

Joel Isaacson & Co sold out of iShares US Real Estate ETF (IYR) in Q2 2025, closing a stake of 2,156 shares — an estimated $206K sold.

Joel Isaacson & Co first reported a position in IYR in Q2 2016 and held it in 9 quarters. The position peaked at $245K in Q1 2022. 476 funds tracked by Wall St. Rank hold IYR as of Q2 2025.

Joel Isaacson & Co reported no remaining iShares US Real Estate ETF position as of Q2 2025 after selling out during the quarter.
Joel Isaacson & Co sold 2,156 iShares US Real Estate ETF shares in Q2 2025, an estimated $206K.
Joel Isaacson & Co first reported a position in iShares US Real Estate ETF in Q2 2016 and held it in 9 quarters.
Joel Isaacson & Co's iShares US Real Estate ETF position peaked at $245K in Q1 2022.
476 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2025.

Based on Joel Isaacson & Co's 13F filing for Q2 2025, filed 23 Jul 2025.