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JP Morgan Private Wealth Advisors’s iShares US Real Estate ETF IYR Stock Holding History

JP Morgan Private Wealth 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
Q3 		$3.9M Buy
49,874
+13,555
+37% +$1.16M 0.01% 557
2023
Q2 		$3.14M Sell
36,319
-29,712
-45% -$2.5M 0.02% 440
2023
Q1 		$5.61M Buy
66,031
+196
+0.3% +$17.1K 0.01% 556
2022
Q4 		$5.54M Sell
65,835
-31,598
-32% -$2.65M 0.01% 554
2022
Q3 		$7.93M Buy
97,433
+34,346
+54% +$3.25M 0.02% 446
2022
Q2 		$5.8M Buy
63,087
+4,753
+8% +$474K 0.01% 533
2022
Q1 		$6.31M Sell
58,334
-16,817
-22% -$1.77M 0.01% 549
2021
Q4 		$8.73M Buy
75,151
+5,825
+8% +$638K 0.02% 465
2021
Q3 		$7.1M Sell
69,326
-1,152
-2% -$123K 0.02% 508
2021
Q2 		$7.18M Buy
70,478
+10,651
+18% +$1.06M 0.02% 496
2021
Q1 		$5.5M Sell
59,827
-627
-1% -$55K 0.02% 488
2020
Q4 		$5.18M Sell
60,454
-2,897
-5% -$241K 0.02% 467
2020
Q3 		$5.06M Buy
63,351
+3,480
+6% +$281K 0.02% 423
2020
Q2 		$4.72M Sell
59,871
-2,830
-5% -$215K 0.02% 378
2020
Q1 		$4.36M Sell
62,701
-19,704
-24% -$1.74M 0.02% 377
2019
Q4 		$7.67M Buy
82,405
+4,887
+6% +$453K 0.03% 344
2019
Q3 		$7.25M Sell
77,518
-54
-0.1% -$4.92K 0.04% 340
2019
Q2 		$6.77M Sell
77,572
-3,946
-5% -$345K 0.04% 332
2019
Q1 		$7.09M Buy
81,518
+3,828
+5% +$317K 0.04% 334
2018
Q4 		$5.82M Buy
77,690
+5,440
+8% +$427K 0.04% 343
2018
Q3 		$5.78M Sell
72,250
-496
-0.7% -$40.4K 0.03% 397
2018
Q2 		$5.86M Buy
+72,746
New +$5.6M 0.03% 370

Other funds holding IYR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JP Morgan Private Wealth Advisors's IYR Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors increased its iShares US Real Estate ETF (IYR) stake by 37% in Q3 2023, buying an estimated $1.16M and bringing the position to 49,874 shares worth $3.9M. The position accounts for 0.01% of the portfolio, ranked #557.

JP Morgan Private Wealth Advisors first reported a position in IYR in Q2 2018 and has held it in 22 quarters since. The position peaked at $8.73M in Q4 2021. 458 funds tracked by Wall St. Rank hold IYR as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 49,874 shares of iShares US Real Estate ETF worth $3.9M as of Q3 2023.
  • JP Morgan Private Wealth Advisors bought 13,555 iShares US Real Estate ETF shares in Q3 2023, an estimated $1.16M.
  • iShares US Real Estate ETF made up 0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #557 holding.
  • JP Morgan Private Wealth Advisors first reported a position in iShares US Real Estate ETF in Q2 2018 and has held it in 22 quarters since.
  • JP Morgan Private Wealth Advisors's iShares US Real Estate ETF position peaked at $8.73M in Q4 2021.
  • 458 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.