GYL Financial Synergies’s iShares US Real Estate ETF IYR Stock Holding History

GYL Financial Synergies’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 Q3	$470K	Hold	4,617	–	–	0.04%	246
2024 Q2	$405K	Buy	4,617 +280	+6%	+$24K	0.03%	258
2024 Q1	$390K	Hold	4,337	–	–	0.03%	270
2023 Q4	$396K	Hold	4,337	–	–	0.03%	264
2023 Q3	$339K	Hold	4,337	–	–	0.03%	271
2023 Q2	$375K	Hold	4,337	–	–	0.03%	262
2023 Q1	$368K	Hold	4,337	–	–	0.04%	220
2022 Q4	$365K	Hold	4,337	–	–	0.08%	159
2022 Q3	$353K	Hold	4,337	–	–	0.1%	135
2022 Q2	$399K	Hold	4,337	–	–	0.11%	119
2022 Q1	$469K	Sell	4,337 -32	-0.7%	-$3.38K	0.11%	112
2021 Q4	$507K	Buy	4,369 +7	+0.2%	+$767	0.14%	119
2021 Q3	$447K	Hold	4,362	–	–	0.23%	112
2021 Q2	$445K	Buy	4,362 +85	+2%	+$8.44K	0.23%	111
2021 Q1	$393K	Hold	4,277	–	–	0.22%	118
2020 Q4	$366K	Hold	4,277	–	–	0.21%	118
2020 Q3	$341K	Hold	4,277	–	–	0.22%	115
2020 Q2	$337K	Hold	4,277	–	–	0.24%	104
2020 Q1	$298K	Buy	+4,277	New	+$379K	0.19%	107

Other funds holding IYR

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

CWM

CIBC World Markets New York $20.8B AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

GYL Financial Synergies's IYR Position: Q3 2024 in Review

GYL Financial Synergies held its iShares US Real Estate ETF (IYR) position steady in Q3 2024 at 4,617 shares worth $470K. The position accounts for 0.04% of the portfolio, ranked #246.

GYL Financial Synergies first reported a position in IYR in Q1 2020 and has held it in 19 quarters since. The position peaked at $507K in Q4 2021. 500 funds tracked by Wall St. Rank hold IYR as of Q3 2024.

GYL Financial Synergies held 4,617 shares of iShares US Real Estate ETF worth $470K as of Q3 2024.
GYL Financial Synergies left its iShares US Real Estate ETF share count unchanged in Q3 2024.
iShares US Real Estate ETF made up 0.04% of GYL Financial Synergies's portfolio in Q3 2024, its #246 holding.
GYL Financial Synergies first reported a position in iShares US Real Estate ETF in Q1 2020 and has held it in 19 quarters since.
GYL Financial Synergies's iShares US Real Estate ETF position peaked at $507K in Q4 2021.
500 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2024.

Based on GYL Financial Synergies's 13F filing for Q3 2024, filed 7 Nov 2024.