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

Morris Financial Concepts’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
Q4 		– Sell
-33
Closed -$2.58K – 165
2023
Q3 		$2.58K Hold
33
– – ﹤0.01% 142
2023
Q2 		$2.86K Hold
33
– – ﹤0.01% 144
2023
Q1 		$2.8K Hold
33
– – ﹤0.01% 138
2022
Q4 		$2.78K Hold
33
– – ﹤0.01% 129
2022
Q3 		$3K Hold
33
– – ﹤0.01% 105
2022
Q2 		$3K Hold
33
– – ﹤0.01% 112
2022
Q1 		$4K Hold
33
– – ﹤0.01% 107
2021
Q4 		$4K Buy
+33
New +$3.62K ﹤0.01% 96

Other funds holding IYR

Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
CWM
CIBC World Markets New York $20.8B AUM
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

Morris Financial Concepts's IYR Position: Q4 2023 in Review

Morris Financial Concepts sold out of iShares US Real Estate ETF (IYR) in Q4 2023, closing a stake of 33 shares — an estimated $2.58K sold.

Morris Financial Concepts first reported a position in IYR in Q4 2021 and held it in 8 quarters. The position peaked at $4K in Q1 2022. 514 funds tracked by Wall St. Rank hold IYR as of Q4 2023.

  • Morris Financial Concepts reported no remaining iShares US Real Estate ETF position as of Q4 2023 after selling out during the quarter.
  • Morris Financial Concepts sold 33 iShares US Real Estate ETF shares in Q4 2023, an estimated $2.58K.
  • Morris Financial Concepts first reported a position in iShares US Real Estate ETF in Q4 2021 and held it in 8 quarters.
  • Morris Financial Concepts's iShares US Real Estate ETF position peaked at $4K in Q1 2022.
  • 514 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q4 2023.

Based on Morris Financial Concepts's 13F filing for Q4 2023, filed 29 Jan 2024.