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Girard Partners’s iShares US Real Estate ETF IYR Stock Holding History

Girard Partners’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
-13,158
Closed -$1.11M – 262
2022
Q4 		$1.11M Buy
+13,158
New +$1.1M 0.13% 143
2019
Q1 		– Sell
-3,090
Closed -$231K – 239
2018
Q4 		$231K Buy
3,090
+2,835
+1,112% +$223K 0.05% 216
2018
Q3 		$20K Buy
+255
New +$20.8K ﹤0.01% 603
2018
Q2 		– Sell
-3,127
Closed -$236K – 267
2018
Q1 		$236K Sell
3,127
-1,430
-31% -$109K 0.06% 212
2017
Q4 		$369K Buy
+4,557
New +$370K 0.07% 196

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

Girard Partners's IYR Position: Q1 2023 in Review

Girard Partners sold out of iShares US Real Estate ETF (IYR) in Q1 2023, closing a stake of 13,158 shares — an estimated $1.11M sold.

Girard Partners first reported a position in IYR in Q4 2017 and held it in 5 quarters. The position peaked at $1.11M in Q4 2022. 495 funds tracked by Wall St. Rank hold IYR as of Q1 2023.

  • Girard Partners reported no remaining iShares US Real Estate ETF position as of Q1 2023 after selling out during the quarter.
  • Girard Partners sold 13,158 iShares US Real Estate ETF shares in Q1 2023, an estimated $1.11M.
  • Girard Partners first reported a position in iShares US Real Estate ETF in Q4 2017 and held it in 5 quarters.
  • Girard Partners's iShares US Real Estate ETF position peaked at $1.11M in Q4 2022.
  • 495 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2023.

Based on Girard Partners's 13F filing for Q1 2023, filed 12 May 2023.