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Piershale Financial Group’s iShares US Real Estate ETF IYR Stock Holding History

Piershale Financial 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
2023
Q2 		$9.11K Hold
105
– – 0.01% 124
2023
Q1 		$8.89K Buy
105
+1
+1% +$87 0.01% 120
2022
Q4 		$8.77K Buy
+104
New +$8.73K 0.01% 122
2016
Q2 		– Sell
-205
Closed -$16K – 150
2016
Q1 		$16K Buy
205
+5
+3% +$363 0.01% 65
2015
Q4 		$15K Buy
+200
New +$14.9K 0.01% 89

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

Piershale Financial Group's IYR Position: Q2 2023 in Review

Piershale Financial Group held its iShares US Real Estate ETF (IYR) position steady in Q2 2023 at 105 shares worth $9.11K. The position accounts for 0.01% of the portfolio, ranked #124.

Piershale Financial Group first reported a position in IYR in Q4 2015 and has held it in 5 quarters since. The position peaked at $16K in Q1 2016. 481 funds tracked by Wall St. Rank hold IYR as of Q2 2023.

  • Piershale Financial Group held 105 shares of iShares US Real Estate ETF worth $9.11K as of Q2 2023.
  • Piershale Financial Group left its iShares US Real Estate ETF share count unchanged in Q2 2023.
  • iShares US Real Estate ETF made up 0.01% of Piershale Financial Group's portfolio in Q2 2023, its #124 holding.
  • Piershale Financial Group first reported a position in iShares US Real Estate ETF in Q4 2015 and has held it in 5 quarters since.
  • Piershale Financial Group's iShares US Real Estate ETF position peaked at $16K in Q1 2016.
  • 481 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2023.

Based on Piershale Financial Group's 13F filing for Q2 2023, filed 6 Jul 2023.