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Florin Court Capital’s iShares US Real Estate ETF IYR Stock Holding History

Florin Court Capital’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
Q1 		– Sell
-10,300
Closed -$867K – 25
2022
Q4 		$867K Buy
+10,300
New +$865K 1.17% 9
2022
Q1 		– Sell
-143,300
Closed -$16.6M – 31
2021
Q4 		$16.6M Buy
143,300
+39,500
+38% +$4.33M 10.47% 3
2021
Q3 		$10.6M Sell
103,800
-66,800
-39% -$7.11M 10.12% 2
2021
Q2 		$17.4M Buy
+170,600
New +$16.9M 9.92% 2
2020
Q1 		– Sell
-24,000
Closed -$2.23M – 14
2019
Q4 		$2.23M Sell
24,000
-89,800
-79% -$8.33M 0.95% 20
2019
Q3 		$10.6M Sell
113,800
-35,700
-24% -$3.25M 7.76% 4
2019
Q2 		$13.1M Sell
149,500
-114,700
-43% -$10M 7.34% 5
2019
Q1 		$23M Buy
264,200
+195,100
+282% +$16.1M 9.86% 2
2018
Q4 		$5.18M Sell
69,100
-208,000
-75% -$16.3M 5.16% 9
2018
Q3 		$22.2M Buy
+277,100
New +$22.6M 6.65% 8
2018
Q2 		– Sell
-9,600
Closed -$725K – 26
2018
Q1 		$725K Sell
9,600
-267,000
-97% -$20.3M 1.01% 12
2017
Q4 		$22.4M Buy
276,600
+143,900
+108% +$11.7M 7.99% 3
2017
Q3 		$10.6M Buy
132,700
+30,300
+30% +$2.43M 6.26% 8
2017
Q2 		$8.17M Buy
102,400
+93,800
+1,091% +$7.46M 4.81% 13
2017
Q1 		$675K Buy
+8,600
New +$671K 0.61% 18

Other funds holding IYR

Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CWM
CIBC World Markets New York $20.8B AUM
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Florin Court Capital's IYR Position: Q1 2023 in Review

Florin Court Capital sold out of iShares US Real Estate ETF (IYR) in Q1 2023, closing a stake of 10,300 shares — an estimated $867K sold.

Florin Court Capital first reported a position in IYR in Q1 2017 and held it in 15 quarters. The position peaked at $23M in Q1 2019. 495 funds tracked by Wall St. Rank hold IYR as of Q1 2023.

  • Florin Court Capital reported no remaining iShares US Real Estate ETF position as of Q1 2023 after selling out during the quarter.
  • Florin Court Capital sold 10,300 iShares US Real Estate ETF shares in Q1 2023, an estimated $867K.
  • Florin Court Capital first reported a position in iShares US Real Estate ETF in Q1 2017 and held it in 15 quarters.
  • Florin Court Capital's iShares US Real Estate ETF position peaked at $23M in Q1 2019.
  • 495 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2023.

Based on Florin Court Capital's 13F filing for Q1 2023, filed 3 May 2023.