O'Dell Group’s iShares US Real Estate ETF IYR Stock Holding History

O'Dell Group’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 Q1	–	Sell	-35	Closed	-$3.2K	–	289
2023 Q4	$3.2K	Buy	+35	New	+$2.87K	﹤0.01%	425
2023 Q3	–	Sell	-35	Closed	-$3.03K	–	278
2023 Q2	$3.03K	Buy	+35	New	+$2.94K	﹤0.01%	419

Other funds holding IYR

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

CWM

CIBC World Markets New York $20.8B AUM

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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

O'Dell Group's IYR Position: Q1 2024 in Review

O'Dell Group sold out of iShares US Real Estate ETF (IYR) in Q1 2024, closing a stake of 35 shares — an estimated $3.2K sold.

O'Dell Group first reported a position in IYR in Q2 2023 and held it in 2 quarters. The position peaked at $3.2K in Q4 2023. 472 funds tracked by Wall St. Rank hold IYR as of Q1 2024.

O'Dell Group reported no remaining iShares US Real Estate ETF position as of Q1 2024 after selling out during the quarter.
O'Dell Group sold 35 iShares US Real Estate ETF shares in Q1 2024, an estimated $3.2K.
O'Dell Group first reported a position in iShares US Real Estate ETF in Q2 2023 and held it in 2 quarters.
O'Dell Group's iShares US Real Estate ETF position peaked at $3.2K in Q4 2023.
472 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2024.

Based on O'Dell Group's 13F filing for Q1 2024, filed 7 May 2024.