Lowe Brockenbrough & Co’s iShares US Real Estate ETF IYR Stock Holding History

Lowe Brockenbrough & 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
2026 Q2	$51.9K	Hold	508	–	–	﹤0.01%	303
2026 Q1	$48K	Hold	508	–	–	﹤0.01%	299
2025 Q4	$47.7K	Hold	508	–	–	﹤0.01%	299
2025 Q3	$49.3K	Hold	508	–	–	﹤0.01%	306
2025 Q2	$48.1K	Buy	+508	New	+$47.4K	﹤0.01%	296

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

Lowe Brockenbrough & Co's IYR Position: Q2 2026 in Review

Lowe Brockenbrough & Co held its iShares US Real Estate ETF (IYR) position steady in Q2 2026 at 508 shares worth $51.9K. The position accounts for ﹤0.01% of the portfolio, ranked #303.

Lowe Brockenbrough & Co first reported a position in IYR in Q2 2025 and has held it in 5 quarters since. 486 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

Lowe Brockenbrough & Co held 508 shares of iShares US Real Estate ETF worth $51.9K as of Q2 2026.
Lowe Brockenbrough & Co left its iShares US Real Estate ETF share count unchanged in Q2 2026.
iShares US Real Estate ETF made up ﹤0.01% of Lowe Brockenbrough & Co's portfolio in Q2 2026, its #303 holding.
Lowe Brockenbrough & Co first reported a position in iShares US Real Estate ETF in Q2 2025 and has held it in 5 quarters since.
486 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on Lowe Brockenbrough & Co's 13F filing for Q2 2026, filed 3 Aug 2026.