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Bartlett & Co’s iShares US Real Estate ETF IYR Stock Holding History

Bartlett & Co’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
Q4 		$18K Buy
+200
New +$16.4K ﹤0.01% 900
2021
Q1 		– Sell
-217
Closed -$19K – 1113
2020
Q4 		$19K Buy
+217
New +$18.1K ﹤0.01% 671
2013
Q3 		– Sell
-316
Closed -$21K – 847
2013
Q2 		$21K Buy
+316
New +$22.3K ﹤0.01% 507

Other funds holding IYR

Barclays
Barclays London, United Kingdom $416B AUM 33.63% 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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

Bartlett & Co's IYR Position: Q4 2023 in Review

Bartlett & Co opened a new position in iShares US Real Estate ETF (IYR) in Q4 2023: 200 shares worth $18K. The stake represents ﹤0.01% of the portfolio and ranks #900 among its holdings. This is a return to the name: Bartlett & Co previously reported a position in IYR as recently as Q4 2020.

Bartlett & Co first reported a position in IYR in Q2 2013 and has held it in 3 quarters since. The position peaked at $21K in Q2 2013. 514 funds tracked by Wall St. Rank hold IYR as of Q4 2023.

  • Bartlett & Co held 200 shares of iShares US Real Estate ETF worth $18K as of Q4 2023.
  • iShares US Real Estate ETF was a new Bartlett & Co position in Q4 2023.
  • iShares US Real Estate ETF made up ﹤0.01% of Bartlett & Co's portfolio in Q4 2023, its #900 holding.
  • Bartlett & Co first reported a position in iShares US Real Estate ETF in Q2 2013 and has held it in 3 quarters since.
  • Bartlett & Co's iShares US Real Estate ETF position peaked at $21K in Q2 2013.
  • 514 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q4 2023.

Based on Bartlett & Co's 13F filing for Q4 2023, filed 8 Jan 2024.