Salomon & Ludwin’s iShares US Real Estate ETF IYR Stock Holding History

Salomon & Ludwin’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	$2.46K	Hold	24	–	–	﹤0.01%	1943
2026 Q1	$2.31K	Hold	24	–	–	﹤0.01%	1916
2025 Q4	$2.26K	Hold	24	–	–	﹤0.01%	1978
2025 Q3	$2.33K	Hold	24	–	–	﹤0.01%	1960
2025 Q2	$2.3K	Hold	24	–	–	﹤0.01%	642
2025 Q1	$2.3K	Hold	24	–	–	﹤0.01%	579
2024 Q4	$2.23K	Hold	24	–	–	﹤0.01%	586
2024 Q3	$2.44K	Hold	24	–	–	﹤0.01%	594
2024 Q2	$2.11K	Hold	24	–	–	﹤0.01%	602
2024 Q1	$2.16K	Hold	24	–	–	﹤0.01%	716
2023 Q4	$1.88K	Hold	24	–	–	﹤0.01%	661
2023 Q3	$1.88K	Buy	+24	New	+$2.05K	﹤0.01%	659

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

Salomon & Ludwin's IYR Position: Q2 2026 in Review

Salomon & Ludwin held its iShares US Real Estate ETF (IYR) position steady in Q2 2026 at 24 shares worth $2.46K. The position accounts for ﹤0.01% of the portfolio, ranked #1943.

Salomon & Ludwin first reported a position in IYR in Q3 2023 and has held it in 12 quarters since. 486 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

Salomon & Ludwin held 24 shares of iShares US Real Estate ETF worth $2.46K as of Q2 2026.
Salomon & Ludwin left its iShares US Real Estate ETF share count unchanged in Q2 2026.
iShares US Real Estate ETF made up ﹤0.01% of Salomon & Ludwin's portfolio in Q2 2026, its #1943 holding.
Salomon & Ludwin first reported a position in iShares US Real Estate ETF in Q3 2023 and has held it in 12 quarters since.
486 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on Salomon & Ludwin's 13F filing for Q2 2026, filed 7 Aug 2026.