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Horan Securities’s iShares US Real Estate ETF IYR Stock Holding History

Horan Securities’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
Q3 		– Sell
-672
Closed -$58.2K – 385
2023
Q2 		$58.2K Buy
672
+8
+1% +$672 0.02% 220
2023
Q1 		$56.4K Buy
664
+173
+35% +$15.1K 0.03% 205
2022
Q4 		$41.3K Buy
+491
New +$41.2K 0.02% 228

Other funds holding IYR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Horan Securities's IYR Position: Q3 2023 in Review

Horan Securities sold out of iShares US Real Estate ETF (IYR) in Q3 2023, closing a stake of 672 shares — an estimated $58.2K sold.

Horan Securities first reported a position in IYR in Q4 2022 and held it in 3 quarters. The position peaked at $58.2K in Q2 2023. 458 funds tracked by Wall St. Rank hold IYR as of Q3 2023.

  • Horan Securities reported no remaining iShares US Real Estate ETF position as of Q3 2023 after selling out during the quarter.
  • Horan Securities sold 672 iShares US Real Estate ETF shares in Q3 2023, an estimated $58.2K.
  • Horan Securities first reported a position in iShares US Real Estate ETF in Q4 2022 and held it in 3 quarters.
  • Horan Securities's iShares US Real Estate ETF position peaked at $58.2K in Q2 2023.
  • 458 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2023.

Based on Horan Securities's 13F filing for Q3 2023, filed 1 Nov 2023.