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Aspiriant LLC’s iShares US Real Estate ETF IYR Stock Holding History

Aspiriant LLC’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
2024
Q3 		– Sell
-10,033
Closed -$880K – 299
2024
Q2 		$880K Sell
10,033
-3
-0% -$257 0.04% 147
2024
Q1 		$902K Buy
10,036
+126
+1% +$11.1K 0.04% 152
2023
Q4 		$906K Buy
+9,910
New +$811K 0.04% 151
2019
Q3 		– Sell
-184,742
Closed -$16.1M – 225
2019
Q2 		$16.1M Hold
184,742
– – 1.35% 18
2019
Q1 		$16.1M Sell
184,742
-47,618
-20% -$3.94M 1.31% 19
2018
Q4 		$17.4M Sell
232,360
-230
-0.1% -$18.1K 1.32% 19
2018
Q3 		$18.6M Buy
232,590
+3
+0% +$245 1.59% 16
2018
Q2 		$18.7M Sell
232,587
-37,171
-14% -$2.86M 1.6% 16
2018
Q1 		$20.4M Buy
+269,758
New +$20.5M 1.78% 16
2017
Q4 		– Sell
-411,646
Closed -$32.9M – 131
2017
Q3 		$32.9M Sell
411,646
-57,844
-12% -$4.65M 2.76% 10
2017
Q2 		$37.5M Sell
469,490
-4,197
-0.9% -$334K 3.26% 7
2017
Q1 		$37.2M Buy
473,687
+129,640
+38% +$10.1M 3.17% 6
2016
Q4 		$26.5M Sell
344,047
-129,801
-27% -$9.86M 2.4% 10
2016
Q3 		$38.2M Sell
473,848
-837
-0.2% -$69.3K 3.8% 7
2016
Q2 		$39.1M Hold
474,685
– – 3.69% 7
2016
Q1 		$0 Hold
474,685
– – ﹤0.01% 172
2015
Q4 		$35.6M Sell
474,685
-69,760
-13% -$5.21M 3.92% 10
2015
Q3 		$38.6M Buy
+544,445
New +$39.7M 3.21% 11
2014
Q1 		– Sell
-5,497
Closed -$347K – 84
2013
Q4 		$347K Sell
5,497
-754,932
-99% -$48.6M 0.05% 63
2013
Q3 		$48.5M Buy
760,429
+54,542
+8% +$3.56M 8.69% 5
2013
Q2 		$46.9M Buy
+705,887
New +$49.9M 7.36% 5

Other funds holding IYR

Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return
CWM
CIBC World Markets New York $20.8B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Aspiriant LLC's IYR Position: Q3 2024 in Review

Aspiriant LLC sold out of iShares US Real Estate ETF (IYR) in Q3 2024, closing a stake of 10,033 shares — an estimated $880K sold.

Aspiriant LLC first reported a position in IYR in Q2 2013 and held it in 21 quarters. The position peaked at $48.5M in Q3 2013. 501 funds tracked by Wall St. Rank hold IYR as of Q3 2024.

  • Aspiriant LLC reported no remaining iShares US Real Estate ETF position as of Q3 2024 after selling out during the quarter.
  • Aspiriant LLC sold 10,033 iShares US Real Estate ETF shares in Q3 2024, an estimated $880K.
  • Aspiriant LLC first reported a position in iShares US Real Estate ETF in Q2 2013 and held it in 21 quarters.
  • Aspiriant LLC's iShares US Real Estate ETF position peaked at $48.5M in Q3 2013.
  • 501 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2024.

Based on Aspiriant LLC's 13F filing for Q3 2024, filed 17 Oct 2024.