Blue Chip Partners’s iShares US Real Estate ETF IYR Stock Holding History

Blue Chip Partners’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	–	Sell	-1,843	Closed	-$144K	–	185
2023 Q3	$144K	Sell	1,843 -234	-11%	-$19.9K	0.02%	156
2023 Q2	$180K	Buy	2,077 +9	+0.4%	+$756	0.02%	151
2023 Q1	$176K	Sell	2,068 -85	-4%	-$7.43K	0.02%	142
2022 Q4	$181K	Buy	+2,153	New	+$181K	0.02%	140

Other funds holding IYR

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

CWM

CIBC World Markets New York $20.8B AUM

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 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

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

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

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

Blue Chip Partners's IYR Position: Q4 2023 in Review

Blue Chip Partners sold out of iShares US Real Estate ETF (IYR) in Q4 2023, closing a stake of 1,843 shares — an estimated $144K sold.

Blue Chip Partners first reported a position in IYR in Q4 2022 and held it in 4 quarters. The position peaked at $181K in Q4 2022. 514 funds tracked by Wall St. Rank hold IYR as of Q4 2023.

Blue Chip Partners reported no remaining iShares US Real Estate ETF position as of Q4 2023 after selling out during the quarter.
Blue Chip Partners sold 1,843 iShares US Real Estate ETF shares in Q4 2023, an estimated $144K.
Blue Chip Partners first reported a position in iShares US Real Estate ETF in Q4 2022 and held it in 4 quarters.
Blue Chip Partners's iShares US Real Estate ETF position peaked at $181K in Q4 2022.
514 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q4 2023.

Based on Blue Chip Partners's 13F filing for Q4 2023, filed 5 Feb 2024.