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Johnson Investment Counsel’s iShares US Real Estate ETF IYR Stock Holding History

Johnson Investment Counsel’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 		$300K Hold
2,933
– – ﹤0.01% 730
2026
Q1 		$277K Buy
+2,933
New +$285K ﹤0.01% 722
2019
Q3 		– Sell
-11,815
Closed -$1.03M – 626
2019
Q2 		$1.03M Sell
11,815
-1,037
-8% -$90.8K 0.02% 305
2019
Q1 		$1.12M Buy
12,852
+9,932
+340% +$821K 0.02% 297
2018
Q4 		$218K Sell
2,920
-1,100
-27% -$86.4K 0.01% 550
2018
Q3 		$321K Buy
4,020
+779
+24% +$63.5K 0.01% 509
2018
Q2 		$261K Sell
3,241
-1,500
-32% -$116K 0.01% 545
2018
Q1 		$357K Buy
4,741
+1,990
+72% +$151K 0.01% 488
2017
Q4 		$222K Buy
+2,751
New +$223K 0.01% 569
2015
Q1 		– Sell
-2,788
Closed -$214K – 555
2014
Q4 		$214K Buy
+2,788
New +$208K 0.01% 522
2014
Q3 		– Sell
-3,043
Closed -$218K – 564
2014
Q2 		$218K Sell
3,043
-2,060
-40% -$145K 0.01% 471
2014
Q1 		$345K Buy
5,103
+149
+3% +$9.89K 0.01% 375
2013
Q4 		$312K Sell
4,954
-160
-3% -$10.3K 0.01% 408
2013
Q3 		$326K Buy
5,114
+252
+5% +$16.5K 0.01% 363
2013
Q2 		$322K Buy
+4,862
New +$344K 0.01% 359

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

Johnson Investment Counsel's IYR Position: Q2 2026 in Review

Johnson Investment Counsel held its iShares US Real Estate ETF (IYR) position steady in Q2 2026 at 2,933 shares worth $300K. The position accounts for ﹤0.01% of the portfolio, ranked #730.

Johnson Investment Counsel first reported a position in IYR in Q2 2013 and has held it in 15 quarters since. The position peaked at $1.12M in Q1 2019. 486 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

  • Johnson Investment Counsel held 2,933 shares of iShares US Real Estate ETF worth $300K as of Q2 2026.
  • Johnson Investment Counsel left its iShares US Real Estate ETF share count unchanged in Q2 2026.
  • iShares US Real Estate ETF made up ﹤0.01% of Johnson Investment Counsel's portfolio in Q2 2026, its #730 holding.
  • Johnson Investment Counsel first reported a position in iShares US Real Estate ETF in Q2 2013 and has held it in 15 quarters since.
  • Johnson Investment Counsel's iShares US Real Estate ETF position peaked at $1.12M in Q1 2019.
  • 486 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on Johnson Investment Counsel's 13F filing for Q2 2026, filed 23 Jul 2026.