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

JSF Financial’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 Q2	–	Sell	-55,754	Closed	-$4.73M	–	114
2023 Q1	$4.73M	Buy	55,754 +11,967	+27%	+$1.05M	1.77%	17
2022 Q4	$3.69M	Buy	+43,787	New	+$3.68M	1.38%	19
2022 Q1	–	Sell	-1,856	Closed	-$216K	–	128
2021 Q4	$216K	Buy	+1,856	New	+$203K	0.11%	101
2019 Q2	–	Sell	-2,330	Closed	-$203K	–	65
2019 Q1	$203K	Buy	+2,330	New	+$193K	0.22%	57

Other funds holding IYR

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

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

JSF Financial's IYR Position: Q2 2023 in Review

JSF Financial sold out of iShares US Real Estate ETF (IYR) in Q2 2023, closing a stake of 55,754 shares — an estimated $4.73M sold.

JSF Financial first reported a position in IYR in Q1 2019 and held it in 4 quarters. The position peaked at $4.73M in Q1 2023. 481 funds tracked by Wall St. Rank hold IYR as of Q2 2023.

JSF Financial reported no remaining iShares US Real Estate ETF position as of Q2 2023 after selling out during the quarter.
JSF Financial sold 55,754 iShares US Real Estate ETF shares in Q2 2023, an estimated $4.73M.
JSF Financial first reported a position in iShares US Real Estate ETF in Q1 2019 and held it in 4 quarters.
JSF Financial's iShares US Real Estate ETF position peaked at $4.73M in Q1 2023.
481 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2023.

Based on JSF Financial's 13F filing for Q2 2023, filed 2 Aug 2023.