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Steigerwald Gordon & Koch’s iShares US Real Estate ETF IYR Stock Holding History

Steigerwald Gordon & Koch’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 		$97.6K Sell
955
-55
-5% -$5.58K 0.01% 220
2026
Q1 		$95.5K Hold
1,010
– – 0.01% 217
2025
Q4 		$94.8K Hold
1,010
– – 0.01% 221
2025
Q3 		$98.1K Buy
+1,010
New +$97.2K 0.01% 210

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

Steigerwald Gordon & Koch's IYR Position: Q2 2026 in Review

Steigerwald Gordon & Koch reduced its iShares US Real Estate ETF (IYR) stake by 5.4% in Q2 2026, selling an estimated $5.58K and leaving 955 shares worth $97.6K. The position accounts for 0.01% of the portfolio, ranked #220.

Steigerwald Gordon & Koch first reported a position in IYR in Q3 2025 and has held it in 4 quarters since. The position peaked at $98.1K in Q3 2025. 486 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

  • Steigerwald Gordon & Koch held 955 shares of iShares US Real Estate ETF worth $97.6K as of Q2 2026.
  • Steigerwald Gordon & Koch sold 55 iShares US Real Estate ETF shares in Q2 2026, an estimated $5.58K.
  • iShares US Real Estate ETF made up 0.01% of Steigerwald Gordon & Koch's portfolio in Q2 2026, its #220 holding.
  • Steigerwald Gordon & Koch first reported a position in iShares US Real Estate ETF in Q3 2025 and has held it in 4 quarters since.
  • Steigerwald Gordon & Koch's iShares US Real Estate ETF position peaked at $98.1K in Q3 2025.
  • 486 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on Steigerwald Gordon & Koch's 13F filing for Q2 2026, filed 23 Jul 2026.