First Personal Financial Services’s iShares US Real Estate ETF IYR Stock Holding History

First Personal Financial Services’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	-1,021	Closed	-$93.3K	–	390
2023 Q4	$93.3K	Hold	1,021	–	–	0.02%	163
2023 Q3	$79.8K	Hold	1,021	–	–	0.02%	171
2023 Q2	$88.4K	Hold	1,021	–	–	0.02%	167
2023 Q1	$86.7K	Hold	1,021	–	–	0.02%	162
2022 Q4	$86K	Buy	1,021 +984	+2,659%	+$82.6K	0.02%	168
2022 Q3	$3K	Buy	+37	New	+$3.5K	﹤0.01%	399
2016 Q1	–	Sell	-152	Closed	-$11K	–	353
2015 Q4	$11K	Buy	+152	New	+$11.4K	0.01%	289

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

First Personal Financial Services's IYR Position: Q1 2024 in Review

First Personal Financial Services sold out of iShares US Real Estate ETF (IYR) in Q1 2024, closing a stake of 1,021 shares — an estimated $93.3K sold.

First Personal Financial Services first reported a position in IYR in Q4 2015 and held it in 7 quarters. The position peaked at $93.3K in Q4 2023. 472 funds tracked by Wall St. Rank hold IYR as of Q1 2024.

First Personal Financial Services reported no remaining iShares US Real Estate ETF position as of Q1 2024 after selling out during the quarter.
First Personal Financial Services sold 1,021 iShares US Real Estate ETF shares in Q1 2024, an estimated $93.3K.
First Personal Financial Services first reported a position in iShares US Real Estate ETF in Q4 2015 and held it in 7 quarters.
First Personal Financial Services's iShares US Real Estate ETF position peaked at $93.3K in Q4 2023.
472 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2024.

Based on First Personal Financial Services's 13F filing for Q1 2024, filed 26 Apr 2024.