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

Kelly Financial Services’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	-7	Closed	-$574	–	443
2024 Q2	$574	Buy	7 +1	+17%	+$86	﹤0.01%	698
2024 Q1	$584	Hold	6	–	–	﹤0.01%	709
2023 Q4	$592	Hold	6	–	–	﹤0.01%	686
2023 Q3	$496	Hold	6	–	–	﹤0.01%	681
2023 Q2	$549	Hold	6	–	–	﹤0.01%	649
2023 Q1	$536	Hold	6	–	–	﹤0.01%	626
2022 Q4	$529	Hold	6	–	–	﹤0.01%	602
2022 Q3	$507	Hold	6	–	–	﹤0.01%	611
2022 Q2	$566	Hold	6	–	–	﹤0.01%	600
2022 Q1	$664	Hold	6	–	–	﹤0.01%	590
2021 Q4	$709	Hold	6	–	–	﹤0.01%	604
2021 Q3	$619	Sell	6 -609	-99%	-$64.8K	﹤0.01%	588
2021 Q2	$6K	Buy	615 +609	+10,150%	+$60.5K	﹤0.01%	606
2021 Q1	$552	Buy	+6	New	+$527	﹤0.01%	580

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

Kelly Financial Services's IYR Position: Q3 2024 in Review

Kelly Financial Services sold out of iShares US Real Estate ETF (IYR) in Q3 2024, closing a stake of 7 shares — an estimated $574 sold.

Kelly Financial Services first reported a position in IYR in Q1 2021 and held it in 14 quarters. The position peaked at $6K in Q2 2021. 501 funds tracked by Wall St. Rank hold IYR as of Q3 2024.

Kelly Financial Services reported no remaining iShares US Real Estate ETF position as of Q3 2024 after selling out during the quarter.
Kelly Financial Services sold 7 iShares US Real Estate ETF shares in Q3 2024, an estimated $574.
Kelly Financial Services first reported a position in iShares US Real Estate ETF in Q1 2021 and held it in 14 quarters.
Kelly Financial Services's iShares US Real Estate ETF position peaked at $6K in Q2 2021.
501 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.