Jaffetilchin Investment Partners’s iShares US Real Estate ETF IYR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-893
| Closed | -$91K | – | 836 |
|
|
2024
Q3 | $91K | Buy |
+893
| New | +$86K | 0.01% | 481 |
|
|
2022
Q3 | – | Sell |
-2,307
| Closed | -$212K | – | 331 |
|
|
2022
Q2 | $212K | Sell |
2,307
-479
| -17% | -$47.8K | 0.03% | 297 |
|
|
2022
Q1 | $263K | Sell |
2,786
-690
| -20% | -$72.8K | 0.03% | 277 |
|
|
2021
Q4 | $404K | Sell |
3,476
-112
| -3% | -$12.3K | 0.04% | 240 |
|
|
2021
Q3 | $367K | Sell |
3,588
-5,384
| -60% | -$573K | 0.04% | 247 |
|
|
2021
Q2 | $818K | Buy |
8,972
+5,925
| +194% | +$588K | 0.06% | 198 |
|
|
2021
Q1 | $280K | Sell |
3,047
-2,863
| -48% | -$251K | 0.03% | 277 |
|
|
2020
Q4 | $506K | Buy |
5,910
+185
| +3% | +$15.4K | 0.07% | 161 |
|
|
2020
Q3 | $457K | Sell |
5,725
-10
| -0.2% | -$808 | 0.08% | 132 |
|
|
2020
Q2 | $452K | Sell |
5,735
-3,254
| -36% | -$247K | 0.1% | 125 |
|
|
2020
Q1 | $625K | Sell |
8,989
-51,027
| -85% | -$4.52M | 0.22% | 68 |
|
|
2019
Q4 | $5.59M | Buy |
60,016
+558
| +0.9% | +$51.7K | 1.21% | 14 |
|
|
2019
Q3 | $5.56M | Buy |
59,458
+26,886
| +83% | +$2.45M | 1.33% | 14 |
|
|
2019
Q2 | $2.84M | Buy |
32,572
+12,527
| +62% | +$1.1M | 0.66% | 26 |
|
|
2019
Q1 | $1.75M | Buy |
20,045
+16,190
| +420% | +$1.34M | 0.39% | 36 |
|
|
2018
Q4 | $289K | Buy |
3,855
+42
| +1% | +$3.3K | 0.07% | 194 |
|
|
2018
Q3 | $305K | Buy |
3,813
+25
| +0.7% | +$2.04K | 0.06% | 228 |
|
|
2018
Q2 | $305K | Buy |
3,788
+200
| +6% | +$15.4K | 0.07% | 228 |
|
|
2018
Q1 | $271K | Buy |
3,588
+121
| +3% | +$9.18K | 0.06% | 264 |
|
|
2017
Q4 | $281K | Buy |
3,467
+198
| +6% | +$16.1K | 0.09% | 191 |
|
|
2017
Q3 | $261K | Buy |
3,269
+713
| +28% | +$57.3K | 0.06% | 251 |
|
|
2017
Q2 | $204K | Buy |
+2,556
| New | +$203K | 0.07% | 213 |
|
|
2016
Q4 | – | Sell |
-2,514
| Closed | -$203K | – | 279 |
|
|
2016
Q3 | $203K | Buy |
2,514
+12
| +0.5% | +$994 | 0.06% | 210 |
|
|
2016
Q2 | $206K | Sell |
2,502
-717
| -22% | -$56.2K | 0.06% | 203 |
|
|
2016
Q1 | $251K | Buy |
3,219
+24
| +0.8% | +$1.74K | 0.08% | 147 |
|
|
2015
Q4 | $240K | Buy |
+3,195
| New | +$239K | 0.08% | 162 |
|
|
2015
Q2 | – | Sell |
-2,824
| Closed | -$224K | – | 225 |
|
|
2015
Q1 | $224K | Sell |
2,824
-1,514
| -35% | -$121K | 0.07% | 189 |
|
|
2014
Q4 | $333K | Sell |
4,338
-782
| -15% | -$58.5K | 0.11% | 144 |
|
|
2014
Q3 | $354K | Buy |
5,120
+48
| +0.9% | +$3.48K | 0.13% | 134 |
|
|
2014
Q2 | $364K | Buy |
5,072
+530
| +12% | +$37.3K | 0.13% | 149 |
|
|
2014
Q1 | $307K | Sell |
4,542
-12,054
| -73% | -$800K | 0.12% | 153 |
|
|
2013
Q4 | $1.05M | Buy |
16,596
+3,233
| +24% | +$208K | 0.52% | 41 |
|
|
2013
Q3 | $852K | Buy |
13,363
+3,964
| +42% | +$259K | 0.5% | 46 |
|
|
2013
Q2 | $624K | Buy |
+9,399
| New | +$664K | 0.43% | 61 |
|
Other funds holding IYR
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CWM
Jaffetilchin Investment Partners's IYR Position: Q4 2024 in Review
Jaffetilchin Investment Partners sold out of iShares US Real Estate ETF (IYR) in Q4 2024, closing a stake of 893 shares — an estimated $91K sold.
Jaffetilchin Investment Partners first reported a position in IYR in Q2 2013 and held it in 34 quarters. The position peaked at $5.59M in Q4 2019. 515 funds tracked by Wall St. Rank hold IYR as of Q4 2024.
- Jaffetilchin Investment Partners reported no remaining iShares US Real Estate ETF position as of Q4 2024 after selling out during the quarter.
- Jaffetilchin Investment Partners sold 893 iShares US Real Estate ETF shares in Q4 2024, an estimated $91K.
- Jaffetilchin Investment Partners first reported a position in iShares US Real Estate ETF in Q2 2013 and held it in 34 quarters.
- Jaffetilchin Investment Partners's iShares US Real Estate ETF position peaked at $5.59M in Q4 2019.
- 515 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q4 2024.
Based on Jaffetilchin Investment Partners's 13F filing for Q4 2024, filed 13 Feb 2025.