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Barber Financial Group’s iShares US Real Estate ETF IYR Stock Holding History

Barber Financial Group’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
2023
Q1 		$1.09M Sell
12,795
-52
-0.4% -$4.55K 0.19% 47
2022
Q4 		$1.08M Sell
12,847
-450
-3% -$37.8K 0.3% 45
2022
Q3 		$1.08M Sell
13,297
-14,623
-52% -$1.38M 0.31% 45
2022
Q2 		$2.57M Sell
27,920
-55,717
-67% -$5.55M 0.42% 23
2022
Q1 		$9.05M Sell
83,637
-138,375
-62% -$14.6M 1.21% 15
2021
Q4 		$25.8M Sell
222,012
-173,778
-44% -$19M 3.1% 8
2021
Q3 		$40.5M Buy
395,790
+372,134
+1,573% +$39.6M 5.24% 4
2021
Q2 		$2.41M Sell
23,656
-1,676
-7% -$166K 0.33% 40
2021
Q1 		$2.33M Buy
25,332
+2,497
+11% +$219K 0.34% 40
2020
Q4 		$1.96M Buy
22,835
+15,894
+229% +$1.32M 0.36% 44
2020
Q3 		$554K Buy
+6,941
New +$561K 0.12% 68
2020
Q1 		– Sell
-28,731
Closed -$2.67M – 138
2019
Q4 		$2.67M Sell
28,731
-2,173
-7% -$201K 0.54% 53
2019
Q3 		$2.89M Buy
30,904
+6,169
+25% +$562K 0.61% 42
2019
Q2 		$2.16M Buy
24,735
+12,010
+94% +$1.05M 0.5% 44
2019
Q1 		$1.11M Buy
12,725
+8,322
+189% +$688K 0.22% 53
2018
Q4 		$330K Sell
4,403
-4,104
-48% -$323K 0.07% 95
2018
Q3 		$681K Buy
+8,507
New +$694K 0.16% 65
2017
Q4 		– Sell
-48,355
Closed -$3.86M – 132
2017
Q3 		$3.86M Buy
+48,355
New +$3.88M 1.1% 29

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
CWM
CIBC World Markets New York $20.8B AUM
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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

Barber Financial Group's IYR Position: Q1 2023 in Review

Barber Financial Group reduced its iShares US Real Estate ETF (IYR) stake by 0.4% in Q1 2023, selling an estimated $4.55K and leaving 12,795 shares worth $1.09M. The position accounts for 0.19% of the portfolio, ranked #47.

Barber Financial Group first reported a position in IYR in Q3 2017 and has held it in 18 quarters since. The position peaked at $40.5M in Q3 2021. 495 funds tracked by Wall St. Rank hold IYR as of Q1 2023.

  • Barber Financial Group held 12,795 shares of iShares US Real Estate ETF worth $1.09M as of Q1 2023.
  • Barber Financial Group sold 52 iShares US Real Estate ETF shares in Q1 2023, an estimated $4.55K.
  • iShares US Real Estate ETF made up 0.19% of Barber Financial Group's portfolio in Q1 2023, its #47 holding.
  • Barber Financial Group first reported a position in iShares US Real Estate ETF in Q3 2017 and has held it in 18 quarters since.
  • Barber Financial Group's iShares US Real Estate ETF position peaked at $40.5M in Q3 2021.
  • 495 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2023.

Based on Barber Financial Group's 13F filing for Q1 2023, filed 4 May 2023.