JT Stratford LLC’s iShares US Real Estate ETF IYR Stock Holding History

JT Stratford LLC’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 Q3	–	Sell	-5,166	Closed	-$453K	–	299
2024 Q2	$453K	Buy	+5,166	New	+$443K	0.08%	201

Other funds holding IYR

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return

CWM

CIBC World Markets New York $20.8B AUM

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

JT Stratford LLC's IYR Position: Q3 2024 in Review

JT Stratford LLC sold out of iShares US Real Estate ETF (IYR) in Q3 2024, closing a stake of 5,166 shares — an estimated $453K sold.

JT Stratford LLC first reported a position in IYR in Q2 2024 and held it in 1 quarter. The position peaked at $453K in Q2 2024. 501 funds tracked by Wall St. Rank hold IYR as of Q3 2024.

JT Stratford LLC reported no remaining iShares US Real Estate ETF position as of Q3 2024 after selling out during the quarter.
JT Stratford LLC sold 5,166 iShares US Real Estate ETF shares in Q3 2024, an estimated $453K.
JT Stratford LLC first reported a position in iShares US Real Estate ETF in Q2 2024 and held it in 1 quarter.
JT Stratford LLC's iShares US Real Estate ETF position peaked at $453K in Q2 2024.
501 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2024.

Based on JT Stratford LLC's 13F filing for Q3 2024, filed 14 Nov 2024.