RJA
IYR icon

Raymond James & Associates’s iShares US Real Estate ETF IYR Stock Holding History

Raymond James & Associates’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 		$9.67M Sell
94,929
-13,042
-12% -$1.26M 0.01% 1253
2024
Q2 		$9.47M Buy
107,971
+2,110
+2% +$181K 0.01% 1190
2024
Q1 		$9.52M Sell
105,861
-70
-0.1% -$6.19K 0.01% 1184
2023
Q4 		$9.68M Sell
105,931
-45,658
-30% -$3.74M 0.01% 1126
2023
Q3 		$11.8M Buy
151,589
+7,109
+5% +$606K 0.01% 944
2023
Q2 		$12.5M Buy
144,480
+2,211
+2% +$186K 0.01% 935
2023
Q1 		$12.1M Buy
142,269
+993
+0.7% +$86.9K 0.01% 928
2022
Q4 		$11.9M Buy
141,276
+30,936
+28% +$2.6M 0.01% 902
2022
Q3 		$8.98M Sell
110,340
-16,419
-13% -$1.55M 0.01% 1033
2022
Q2 		$11.7M Sell
126,759
-17,016
-12% -$1.7M 0.01% 892
2022
Q1 		$15.6M Buy
143,775
+4,594
+3% +$485K 0.01% 838
2021
Q4 		$16.2M Buy
139,181
+21,234
+18% +$2.33M 0.01% 854
2021
Q3 		$12.1M Buy
117,947
+21,846
+23% +$2.32M 0.01% 950
2021
Q2 		$9.8M Sell
96,101
-18,689
-16% -$1.86M 0.01% 1084
2021
Q1 		$10.6M Sell
114,790
-5,510
-5% -$484K 0.01% 1009
2020
Q4 		$10.3M Sell
120,300
-2,838
-2% -$236K 0.01% 935
2020
Q3 		$9.83M Sell
123,138
-14,596
-11% -$1.18M 0.01% 864
2020
Q2 		$10.9M Sell
137,734
-6,454
-4% -$489K 0.01% 788
2020
Q1 		$10M Sell
144,188
-2,426
-2% -$215K 0.02% 750
2019
Q4 		$13.6M Sell
146,614
-5,573
-4% -$517K 0.02% 757
2019
Q3 		$14.2M Sell
152,187
-18,948
-11% -$1.73M 0.02% 690
2019
Q2 		$14.9M Sell
171,135
-2,127
-1% -$186K 0.02% 660
2019
Q1 		$15.1M Buy
173,262
+19,611
+13% +$1.62M 0.02% 628
2018
Q4 		$11.5M Buy
153,651
+8,606
+6% +$676K 0.02% 682
2018
Q3 		$11.6M Buy
145,045
+854
+0.6% +$69.6K 0.02% 760
2018
Q2 		$11.6M Buy
144,191
+3,033
+2% +$234K 0.02% 736
2018
Q1 		$10.7M Sell
141,158
-25,977
-16% -$1.97M 0.02% 740
2017
Q4 		$13.5M Buy
167,135
+5,870
+4% +$477K 0.02% 622
2017
Q3 		$12.9M Buy
161,265
+7,318
+5% +$588K 0.03% 615
2017
Q2 		$12.3M Buy
153,947
+20,467
+15% +$1.63M 0.03% 621
2017
Q1 		$10.5M Buy
133,480
+4,246
+3% +$331K 0.02% 647
2016
Q4 		$9.94M Buy
129,234
+14,186
+12% +$1.08M 0.03% 634
2016
Q3 		$9.28M Buy
115,048
+21,539
+23% +$1.78M 0.03% 643
2016
Q2 		$7.7M Buy
93,509
+19,240
+26% +$1.51M 0.02% 656
2016
Q1 		$5.78M Sell
74,269
-1,311
-2% -$95.1K 0.02% 758
2015
Q4 		$5.67M Buy
75,580
+12,059
+19% +$901K 0.02% 748
2015
Q3 		$4.51M Sell
63,521
-1,441
-2% -$105K 0.02% 802
2015
Q2 		$4.63M Sell
64,962
-29,773
-31% -$2.26M 0.02% 850
2015
Q1 		$7.51M Sell
94,735
-18,726
-17% -$1.5M 0.03% 563
2014
Q4 		$8.72M Buy
113,461
+21,632
+24% +$1.62M 0.04% 457
2014
Q3 		$6.35M Sell
91,829
-30,644
-25% -$2.22M 0.04% 524
2014
Q2 		$8.79M Buy
122,473
+7,179
+6% +$506K 0.05% 406
2014
Q1 		$7.8M Buy
115,294
+14,228
+14% +$944K 0.05% 402
2013
Q4 		$6.38M Buy
101,066
+22,362
+28% +$1.44M 0.05% 437
2013
Q3 		$5.02M Sell
78,704
-57,249
-42% -$3.74M 0.04% 469
2013
Q2 		$9.03M Buy
+135,953
New +$9.61M 0.09% 262

Other funds holding IYR

Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
WI
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Raymond James & Associates's IYR Position: Q3 2024 in Review

Raymond James & Associates reduced its iShares US Real Estate ETF (IYR) stake by 12% in Q3 2024, selling an estimated $1.26M and leaving 94,929 shares worth $9.67M. The position accounts for 0.01% of the portfolio, ranked #1253.

Raymond James & Associates first reported a position in IYR in Q2 2013 and has held it in 46 quarters since. The position peaked at $16.2M in Q4 2021. 501 funds tracked by Wall St. Rank hold IYR as of Q3 2024.

  • Raymond James & Associates held 94,929 shares of iShares US Real Estate ETF worth $9.67M as of Q3 2024.
  • Raymond James & Associates sold 13,042 iShares US Real Estate ETF shares in Q3 2024, an estimated $1.26M.
  • iShares US Real Estate ETF made up 0.01% of Raymond James & Associates's portfolio in Q3 2024, its #1253 holding.
  • Raymond James & Associates first reported a position in iShares US Real Estate ETF in Q2 2013 and has held it in 46 quarters since.
  • Raymond James & Associates's iShares US Real Estate ETF position peaked at $16.2M in Q4 2021.
  • 501 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2024.

Based on Raymond James & Associates's 13F filing for Q3 2024, filed 18 Oct 2024.