Claris Advisors’s iShares US Real Estate ETF IYR Stock Holding History

Claris Advisors’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	-634	Closed	-$64.6K	–	608
2024 Q3	$64.6K	Buy	+634	New	+$61.1K	0.03%	100

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

Claris Advisors's IYR Position: Q4 2024 in Review

Claris Advisors sold out of iShares US Real Estate ETF (IYR) in Q4 2024, closing a stake of 634 shares — an estimated $64.6K sold.

Claris Advisors first reported a position in IYR in Q3 2024 and held it in 1 quarter. The position peaked at $64.6K in Q3 2024. 515 funds tracked by Wall St. Rank hold IYR as of Q4 2024.

Claris Advisors reported no remaining iShares US Real Estate ETF position as of Q4 2024 after selling out during the quarter.
Claris Advisors sold 634 iShares US Real Estate ETF shares in Q4 2024, an estimated $64.6K.
Claris Advisors first reported a position in iShares US Real Estate ETF in Q3 2024 and held it in 1 quarter.
Claris Advisors's iShares US Real Estate ETF position peaked at $64.6K in Q3 2024.
515 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.