Independent Family Office’s iShares US Real Estate ETF IYR Stock Holding History

Independent Family Office’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 Q4	–	Sell	-9,887	Closed	-$773K	–	75
2023 Q3	$773K	Hold	9,887	–	–	0.48%	38
2023 Q2	$856K	Sell	9,887 -7,289	-42%	-$612K	0.52%	35
2023 Q1	$1.46M	Hold	17,176	–	–	0.84%	25
2022 Q4	$1.45M	Hold	17,176	–	–	0.87%	26
2022 Q3	$1.4M	Hold	17,176	–	–	0.69%	23
2022 Q2	$1.58K	Hold	17,176	–	–	0.78%	19
2022 Q1	$1.86M	Hold	17,176	–	–	0.61%	19
2021 Q4	$2M	Buy	+17,176	New	+$1.88M	0.75%	16
2021 Q3	–	Sell	-18,199	Closed	-$1.85M	–	58
2021 Q2	$1.85M	Hold	18,199	–	–	0.72%	16
2021 Q1	$1.67M	Sell	18,199 -45	-0.2%	-$3.95K	0.66%	17
2020 Q4	$1.56M	Sell	18,244 -65	-0.4%	-$5.41K	0.65%	17
2020 Q3	$1.46M	Sell	18,309 -272	-1%	-$22K	0.69%	17
2020 Q2	$1.46M	Buy	18,581 +3,732	+25%	+$283K	0.76%	16
2020 Q1	$1.03M	Buy	14,849 +6,934	+88%	+$614K	0.64%	17
2019 Q4	$737K	Buy	+7,915	New	+$734K	0.46%	27

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Independent Family Office's IYR Position: Q4 2023 in Review

Independent Family Office sold out of iShares US Real Estate ETF (IYR) in Q4 2023, closing a stake of 9,887 shares — an estimated $773K sold.

Independent Family Office first reported a position in IYR in Q4 2019 and held it in 15 quarters. The position peaked at $2M in Q4 2021. 514 funds tracked by Wall St. Rank hold IYR as of Q4 2023.

Independent Family Office reported no remaining iShares US Real Estate ETF position as of Q4 2023 after selling out during the quarter.
Independent Family Office sold 9,887 iShares US Real Estate ETF shares in Q4 2023, an estimated $773K.
Independent Family Office first reported a position in iShares US Real Estate ETF in Q4 2019 and held it in 15 quarters.
Independent Family Office's iShares US Real Estate ETF position peaked at $2M in Q4 2021.
514 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q4 2023.

Based on Independent Family Office's 13F filing for Q4 2023, filed 30 Jan 2024.