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Kistler-Tiffany Companies’s iShares US Real Estate ETF IYR Stock Holding History

Kistler-Tiffany Companies’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 		$3.46K Buy
+40
New +$3.36K ﹤0.01% 783
2014
Q2 		– Sell
-288
Closed -$19K – 618
2014
Q1 		$19K Hold
288
– – 0.01% 354
2013
Q4 		$18K Hold
288
– – 0.01% 366
2013
Q3 		$18K Hold
288
– – 0.01% 365
2013
Q2 		$19K Buy
+288
New +$20.4K 0.02% 352

Other funds holding IYR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Kistler-Tiffany Companies's IYR Position: Q2 2023 in Review

Kistler-Tiffany Companies opened a new position in iShares US Real Estate ETF (IYR) in Q2 2023: 40 shares worth $3.46K. The stake represents ﹤0.01% of the portfolio and ranks #783 among its holdings. This is a return to the name: Kistler-Tiffany Companies previously reported a position in IYR as recently as Q1 2014.

Kistler-Tiffany Companies first reported a position in IYR in Q2 2013 and has held it in 5 quarters since. The position peaked at $19K in Q1 2014. 481 funds tracked by Wall St. Rank hold IYR as of Q2 2023.

  • Kistler-Tiffany Companies held 40 shares of iShares US Real Estate ETF worth $3.46K as of Q2 2023.
  • iShares US Real Estate ETF was a new Kistler-Tiffany Companies position in Q2 2023.
  • iShares US Real Estate ETF made up ﹤0.01% of Kistler-Tiffany Companies's portfolio in Q2 2023, its #783 holding.
  • Kistler-Tiffany Companies first reported a position in iShares US Real Estate ETF in Q2 2013 and has held it in 5 quarters since.
  • Kistler-Tiffany Companies's iShares US Real Estate ETF position peaked at $19K in Q1 2014.
  • 481 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2023.

Based on Kistler-Tiffany Companies's 13F filing for Q2 2023, filed 1 Aug 2023.