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

BFSG 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 Q4	–	Sell	-8	Closed	-$815	–	679
2024 Q3	$815	Hold	8	–	–	﹤0.01%	612
2024 Q2	$702	Hold	8	–	–	﹤0.01%	594
2024 Q1	$720	Hold	8	–	–	﹤0.01%	621
2023 Q4	$732	Buy	+8	New	+$655	﹤0.01%	571

Other funds holding IYR

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BFSG LLC's IYR Position: Q4 2024 in Review

BFSG LLC sold out of iShares US Real Estate ETF (IYR) in Q4 2024, closing a stake of 8 shares — an estimated $815 sold.

BFSG LLC first reported a position in IYR in Q4 2023 and held it in 4 quarters. The position peaked at $815 in Q3 2024. 515 funds tracked by Wall St. Rank hold IYR as of Q4 2024.

BFSG LLC reported no remaining iShares US Real Estate ETF position as of Q4 2024 after selling out during the quarter.
BFSG LLC sold 8 iShares US Real Estate ETF shares in Q4 2024, an estimated $815.
BFSG LLC first reported a position in iShares US Real Estate ETF in Q4 2023 and held it in 4 quarters.
BFSG LLC's iShares US Real Estate ETF position peaked at $815 in Q3 2024.
515 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q4 2024.

Based on BFSG LLC's 13F filing for Q4 2024, filed 31 Jan 2025.