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

Mirabella 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	-64,802	Closed	-$5.69M	–	319
2024 Q2	$5.69M	Buy	+64,802	New	+$5.56M	0.41%	42
2023 Q4	–	Sell	-100,580	Closed	-$7.86M	–	503
2023 Q3	$7.86M	Buy	100,580 +85,622	+572%	+$7.3M	1.09%	22
2023 Q2	$1.29M	Buy	+14,958	New	+$1.26M	0.14%	175
2021 Q2	–	Sell	-15,840	Closed	-$1.46M	–	353
2021 Q1	$1.46M	Buy	+15,840	New	+$1.39M	0.45%	67
2020 Q3	–	Sell	-37,085	Closed	-$2.92M	–	398
2020 Q2	$2.92M	Buy	+37,085	New	+$2.81M	0.7%	30

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

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

Mirabella Financial Services sold out of iShares US Real Estate ETF (IYR) in Q3 2024, closing a stake of 64,802 shares — an estimated $5.69M sold.

Mirabella Financial Services first reported a position in IYR in Q2 2020 and held it in 5 quarters. The position peaked at $7.86M in Q3 2023. 501 funds tracked by Wall St. Rank hold IYR as of Q3 2024.

Mirabella Financial Services reported no remaining iShares US Real Estate ETF position as of Q3 2024 after selling out during the quarter.
Mirabella Financial Services sold 64,802 iShares US Real Estate ETF shares in Q3 2024, an estimated $5.69M.
Mirabella Financial Services first reported a position in iShares US Real Estate ETF in Q2 2020 and held it in 5 quarters.
Mirabella Financial Services's iShares US Real Estate ETF position peaked at $7.86M in Q3 2023.
501 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2024.

Based on Mirabella Financial Services's 13F filing for Q3 2024, filed 13 Nov 2024.