Fairfield, Bush & Co’s iShares US Real Estate ETF IYR Stock Holding History

Fairfield, Bush & 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
2024 Q1	–	Sell	-60	Closed	-$5.49K	–	288
2023 Q4	$5.49K	Buy	+60	New	+$4.91K	﹤0.01%	345
2023 Q3	–	Sell	-60	Closed	-$5.19K	–	303
2023 Q2	$5.19K	Buy	+60	New	+$5.04K	﹤0.01%	370
2022 Q3	–	Sell	-60	Closed	-$6K	–	283
2022 Q2	$6K	Buy	+60	New	+$5.98K	﹤0.01%	339

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

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

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

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Fairfield, Bush & Co's IYR Position: Q1 2024 in Review

Fairfield, Bush & Co sold out of iShares US Real Estate ETF (IYR) in Q1 2024, closing a stake of 60 shares — an estimated $5.49K sold.

Fairfield, Bush & Co first reported a position in IYR in Q2 2022 and held it in 3 quarters. The position peaked at $6K in Q2 2022. 472 funds tracked by Wall St. Rank hold IYR as of Q1 2024.

Fairfield, Bush & Co reported no remaining iShares US Real Estate ETF position as of Q1 2024 after selling out during the quarter.
Fairfield, Bush & Co sold 60 iShares US Real Estate ETF shares in Q1 2024, an estimated $5.49K.
Fairfield, Bush & Co first reported a position in iShares US Real Estate ETF in Q2 2022 and held it in 3 quarters.
Fairfield, Bush & Co's iShares US Real Estate ETF position peaked at $6K in Q2 2022.
472 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2024.

Based on Fairfield, Bush & Co's 13F filing for Q1 2024, filed 15 May 2024.