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Atwood & Palmer’s iShares US Real Estate ETF IYR Stock Holding History

Atwood & Palmer’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
Q4 		– Sell
-30
Closed -$3.06K – 480
2024
Q3 		$3.06K Sell
30
-65
-68% -$6.26K ﹤0.01% 393
2024
Q2 		$8.34K Buy
+95
New +$8.15K ﹤0.01% 347

Other funds holding IYR

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Atwood & Palmer's IYR Position: Q4 2024 in Review

Atwood & Palmer sold out of iShares US Real Estate ETF (IYR) in Q4 2024, closing a stake of 30 shares — an estimated $3.06K sold.

Atwood & Palmer first reported a position in IYR in Q2 2024 and held it in 2 quarters. The position peaked at $8.34K in Q2 2024. 515 funds tracked by Wall St. Rank hold IYR as of Q4 2024.

  • Atwood & Palmer reported no remaining iShares US Real Estate ETF position as of Q4 2024 after selling out during the quarter.
  • Atwood & Palmer sold 30 iShares US Real Estate ETF shares in Q4 2024, an estimated $3.06K.
  • Atwood & Palmer first reported a position in iShares US Real Estate ETF in Q2 2024 and held it in 2 quarters.
  • Atwood & Palmer's iShares US Real Estate ETF position peaked at $8.34K in Q2 2024.
  • 515 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q4 2024.

Based on Atwood & Palmer's 13F filing for Q4 2024, filed 16 Jan 2025.