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JNBA Financial Advisors’s iShares US Real Estate ETF IYR Stock Holding History

JNBA Financial 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
2024
Q1 		– Sell
-365
Closed -$33.4K – 703
2023
Q4 		$33.4K Hold
365
– – ﹤0.01% 331
2023
Q3 		$28.5K Hold
365
– – ﹤0.01% 342
2023
Q2 		$31.6K Hold
365
– – ﹤0.01% 337
2023
Q1 		$31K Hold
365
– – ﹤0.01% 341
2022
Q4 		$30.7K Hold
365
– – ﹤0.01% 325
2022
Q3 		$30K Hold
365
– – ﹤0.01% 327
2022
Q2 		$34K Hold
365
– – 0.01% 322
2022
Q1 		$40K Hold
365
– – 0.01% 314
2021
Q4 		$42K Hold
365
– – 0.01% 327
2021
Q3 		$37K Hold
365
– – 0.01% 331
2021
Q2 		$37K Hold
365
– – 0.01% 322
2021
Q1 		$34K Hold
365
– – ﹤0.01% 326
2020
Q4 		$31K Buy
+365
New +$30.4K 0.01% 308

Other funds holding IYR

Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
CWM
CIBC World Markets New York $20.8B AUM
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

JNBA Financial Advisors's IYR Position: Q1 2024 in Review

JNBA Financial Advisors sold out of iShares US Real Estate ETF (IYR) in Q1 2024, closing a stake of 365 shares — an estimated $33.4K sold.

JNBA Financial Advisors first reported a position in IYR in Q4 2020 and held it in 13 quarters. The position peaked at $42K in Q4 2021. 472 funds tracked by Wall St. Rank hold IYR as of Q1 2024.

  • JNBA Financial Advisors reported no remaining iShares US Real Estate ETF position as of Q1 2024 after selling out during the quarter.
  • JNBA Financial Advisors sold 365 iShares US Real Estate ETF shares in Q1 2024, an estimated $33.4K.
  • JNBA Financial Advisors first reported a position in iShares US Real Estate ETF in Q4 2020 and held it in 13 quarters.
  • JNBA Financial Advisors's iShares US Real Estate ETF position peaked at $42K in Q4 2021.
  • 472 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2024.

Based on JNBA Financial Advisors's 13F filing for Q1 2024, filed 26 Apr 2024.