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Johnson Financial Group Inc (Wisconsin)’s iShares US Real Estate ETF IYR Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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
2022
Q4 		– Sell
-12
Closed -$1K – 647
2022
Q3 		$1K Buy
+12
New +$1.14K ﹤0.01% 615
2021
Q4 		– Sell
-9
Closed -$1K – 803
2021
Q3 		$1K Buy
+9
New +$958 ﹤0.01% 695

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Bank of America
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Goldman Sachs
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UBS Group
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Wolverine Trading
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Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
BlackRock
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Johnson Financial Group Inc (Wisconsin)'s IYR Position: Q4 2022 in Review

Johnson Financial Group Inc (Wisconsin) sold out of iShares US Real Estate ETF (IYR) in Q4 2022, closing a stake of 12 shares — an estimated $1K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in IYR in Q3 2021 and held it in 2 quarters. The position peaked at $1K in Q3 2022. 513 funds tracked by Wall St. Rank hold IYR as of Q4 2022.

  • Johnson Financial Group Inc (Wisconsin) reported no remaining iShares US Real Estate ETF position as of Q4 2022 after selling out during the quarter.
  • Johnson Financial Group Inc (Wisconsin) sold 12 iShares US Real Estate ETF shares in Q4 2022, an estimated $1K.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in iShares US Real Estate ETF in Q3 2021 and held it in 2 quarters.
  • Johnson Financial Group Inc (Wisconsin)'s iShares US Real Estate ETF position peaked at $1K in Q3 2022.
  • 513 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q4 2022.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q4 2022, filed 13 Feb 2023.