J.W. Coons Advisors’s iShares US Real Estate ETF IYR Stock Holding History

J.W. Coons Advisors’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	-2,850	Closed	-$223K	–	243
2023 Q3	$223K	Hold	2,850	–	–	0.06%	214
2023 Q2	$247K	Hold	2,850	–	–	0.07%	214
2023 Q1	$242K	Hold	2,850	–	–	0.07%	218
2022 Q4	$240K	Hold	2,850	–	–	0.07%	209
2022 Q3	$232K	Hold	2,850	–	–	0.09%	195
2022 Q2	$262K	Hold	2,850	–	–	0.09%	201
2022 Q1	$308K	Hold	2,850	–	–	0.09%	192
2021 Q4	$331K	Hold	2,850	–	–	0.1%	185
2021 Q3	$292K	Hold	2,850	–	–	0.1%	181
2021 Q2	$290K	Hold	2,850	–	–	0.1%	177
2021 Q1	$262K	Hold	2,850	–	–	0.09%	183
2020 Q4	$243K	Hold	2,850	–	–	0.09%	184
2020 Q3	$228K	Hold	2,850	–	–	0.09%	177
2020 Q2	$225K	Buy	+2,850	New	+$216K	0.1%	179

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

J.W. Coons Advisors's IYR Position: Q4 2023 in Review

J.W. Coons Advisors sold out of iShares US Real Estate ETF (IYR) in Q4 2023, closing a stake of 2,850 shares — an estimated $223K sold.

J.W. Coons Advisors first reported a position in IYR in Q2 2020 and held it in 14 quarters. The position peaked at $331K in Q4 2021. 514 funds tracked by Wall St. Rank hold IYR as of Q4 2023.

J.W. Coons Advisors reported no remaining iShares US Real Estate ETF position as of Q4 2023 after selling out during the quarter.
J.W. Coons Advisors sold 2,850 iShares US Real Estate ETF shares in Q4 2023, an estimated $223K.
J.W. Coons Advisors first reported a position in iShares US Real Estate ETF in Q2 2020 and held it in 14 quarters.
J.W. Coons Advisors's iShares US Real Estate ETF position peaked at $331K in Q4 2021.
514 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q4 2023.

Based on J.W. Coons Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.