Janiczek Wealth Management’s iShares US Real Estate ETF IYR Stock Holding History

Janiczek Wealth Management’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 Q2	$11.5K	Hold	131	–	–	﹤0.01%	642
2024 Q1	$11.8K	Hold	131	–	–	﹤0.01%	651
2023 Q4	$12K	Hold	131	–	–	﹤0.01%	636
2023 Q3	$10.2K	Hold	131	–	–	﹤0.01%	631
2023 Q2	$11.3K	Hold	131	–	–	﹤0.01%	550
2023 Q1	$10.9K	Hold	131	–	–	﹤0.01%	554
2022 Q4	$11.9K	Hold	131	–	–	﹤0.01%	534
2022 Q3	$10K	Hold	131	–	–	﹤0.01%	545
2022 Q2	$13K	Hold	131	–	–	﹤0.01%	535
2022 Q1	$14K	Hold	131	–	–	﹤0.01%	518
2021 Q4	$15K	Hold	131	–	–	﹤0.01%	522
2021 Q3	$13K	Hold	131	–	–	﹤0.01%	534
2021 Q2	$13K	Hold	131	–	–	﹤0.01%	515
2021 Q1	$12K	Hold	131	–	–	﹤0.01%	493
2020 Q4	$11K	Hold	131	–	–	0.01%	458
2020 Q3	$10K	Hold	131	–	–	0.01%	236
2020 Q2	$10K	Buy	+131	New	+$9.93K	0.01%	145
2019 Q1	–	Sell	-1,763	Closed	-$132K	–	171
2018 Q4	$132K	Buy	+1,763	New	+$139K	0.07%	51

Other funds holding IYR

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

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

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

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Janiczek Wealth Management's IYR Position: Q2 2024 in Review

Janiczek Wealth Management held its iShares US Real Estate ETF (IYR) position steady in Q2 2024 at 131 shares worth $11.5K. The position accounts for ﹤0.01% of the portfolio, ranked #642.

Janiczek Wealth Management first reported a position in IYR in Q4 2018 and has held it in 18 quarters since. The position peaked at $132K in Q4 2018. 463 funds tracked by Wall St. Rank hold IYR as of Q2 2024.

Janiczek Wealth Management held 131 shares of iShares US Real Estate ETF worth $11.5K as of Q2 2024.
Janiczek Wealth Management left its iShares US Real Estate ETF share count unchanged in Q2 2024.
iShares US Real Estate ETF made up ﹤0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #642 holding.
Janiczek Wealth Management first reported a position in iShares US Real Estate ETF in Q4 2018 and has held it in 18 quarters since.
Janiczek Wealth Management's iShares US Real Estate ETF position peaked at $132K in Q4 2018.
463 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.