Estate Counselors’s iShares US Real Estate ETF IYR Stock Holding History

Estate Counselors’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	-156,785	Closed	-$12.3M	–	127
2023 Q3	$12.3M	Sell	156,785 -2,095	-1%	-$179K	1.63%	20
2023 Q2	$13.7M	Buy	158,880 +49,030	+45%	+$4.12M	1.74%	22
2023 Q1	$9.33M	Buy	109,850 +64,240	+141%	+$5.62M	1.23%	24
2022 Q4	$3.84M	Sell	45,610 -13,940	-23%	-$1.17M	0.54%	48
2022 Q3	$4.85M	Buy	59,550 +15,075	+34%	+$1.43M	0.75%	35
2022 Q2	$4.09M	Sell	44,475 -2,305	-5%	-$230K	0.61%	44
2022 Q1	$5.06M	Sell	46,780 -7,795	-14%	-$823K	0.66%	43
2021 Q4	$6.34M	Sell	54,575 -2,975	-5%	-$326K	0.77%	39
2021 Q3	$5.89M	Sell	57,550 -3,840	-6%	-$409K	0.74%	37
2021 Q2	$6.26M	Sell	61,390 -88,470	-59%	-$8.78M	0.82%	38
2021 Q1	$13.8M	Sell	149,860 -580	-0.4%	-$50.9K	2.02%	12
2020 Q4	$12.9M	Sell	150,440 -79,810	-35%	-$6.64M	1.94%	16
2020 Q3	$18.4M	Buy	230,250 +12,440	+6%	+$1M	2.85%	8
2020 Q2	$17.1M	Sell	217,810 -40,170	-16%	-$3.04M	2.74%	8
2020 Q1	$17.9M	Buy	257,980 +350	+0.1%	+$31K	2.95%	6
2019 Q4	$24M	Buy	257,630 +1,800	+0.7%	+$167K	3.53%	5
2019 Q3	$23.9M	Buy	255,830 +1,190	+0.5%	+$108K	3.67%	6
2019 Q2	$22.2M	Buy	254,640 +9,560	+4%	+$837K	3.47%	6
2019 Q1	$21.3M	Sell	245,080 -47,750	-16%	-$3.95M	3.66%	5
2018 Q4	$21.9M	Sell	292,830 -4,930	-2%	-$387K	4.43%	3
2018 Q3	$23.8M	Buy	297,760 +5,480	+2%	+$447K	4.31%	5
2018 Q2	$23.6M	Sell	292,280 -4,210	-1%	-$324K	4.46%	5
2018 Q1	$22.4M	Buy	296,490 +209,400	+240%	+$15.9M	4.15%	6
2017 Q4	$7.05M	Sell	87,090 -14,200	-14%	-$1.15M	1.41%	29
2017 Q3	$8.09M	Buy	101,290 +13,150	+15%	+$1.06M	1.61%	26
2017 Q2	$7.03M	Sell	88,140 -3,500	-4%	-$278K	1.59%	24
2017 Q1	$7.19M	Buy	91,640 +36,350	+66%	+$2.84M	1.87%	18
2016 Q4	$4.25M	Buy	55,290 +3,420	+7%	+$260K	1.17%	34
2016 Q3	$4.18M	Sell	51,870 -180	-0.3%	-$14.9K	1.62%	26
2016 Q2	$4.29M	Sell	52,050 -1,000	-2%	-$78.4K	1.71%	26
2016 Q1	$4.13M	Sell	53,050 -300	-0.6%	-$21.8K	1.82%	24
2015 Q4	$4.01M	Sell	53,350 -8,000	-13%	-$597K	1.63%	19
2015 Q3	$4.36M	Sell	61,350 -5,600	-8%	-$408K	1.76%	19
2015 Q2	$4.77M	Hold	66,950	–	–	1.66%	20
2015 Q1	$5.31M	Sell	66,950 -3,330	-5%	-$266K	1.89%	20
2014 Q4	$5.4M	Sell	70,280 -2,395	-3%	-$179K	1.91%	19
2014 Q3	$5.03M	Sell	72,675 -840	-1%	-$60.8K	1.94%	19
2014 Q2	$5.28M	Sell	73,515 -775	-1%	-$54.6K	2.02%	19
2014 Q1	$5.03M	Sell	74,290 -2,510	-3%	-$167K	2.02%	19
2013 Q4	$4.84M	Sell	76,800 -480	-0.6%	-$30.9K	2.15%	15
2013 Q3	$4.93M	Sell	77,280 -37,190	-32%	-$2.43M	2.28%	19
2013 Q2	$7.64M	Buy	+114,470	New	+$8.09M	3.86%	11

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 $12.8B AUM 19.73% 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

Estate Counselors's IYR Position: Q4 2023 in Review

Estate Counselors sold out of iShares US Real Estate ETF (IYR) in Q4 2023, closing a stake of 156,785 shares — an estimated $12.3M sold.

Estate Counselors first reported a position in IYR in Q2 2013 and held it in 42 quarters. The position peaked at $24M in Q4 2019. 514 funds tracked by Wall St. Rank hold IYR as of Q4 2023.

Estate Counselors reported no remaining iShares US Real Estate ETF position as of Q4 2023 after selling out during the quarter.
Estate Counselors sold 156,785 iShares US Real Estate ETF shares in Q4 2023, an estimated $12.3M.
Estate Counselors first reported a position in iShares US Real Estate ETF in Q2 2013 and held it in 42 quarters.
Estate Counselors's iShares US Real Estate ETF position peaked at $24M in Q4 2019.
514 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q4 2023.

Based on Estate Counselors's 13F filing for Q4 2023, filed 23 Jan 2024.