Raymond James Financial Services Advisors’s iShares US Real Estate ETF IYR Stock Holding History

Raymond James Financial Services Advisors’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
2020 Q2	–	Sell	-22,800	Closed	-$7K	–	2864
2020 Q1	$7K	Buy	+22,800	New	+$2.02M	﹤0.01%	2401
2019 Q4	–	Sell	-20,300	Closed	-$2K	–	2899
2019 Q3	$2K	Buy	20,300 +100	+0.5%	+$9.11K	﹤0.01%	2803
2019 Q2	$6K	Buy	+20,200	New	+$1.77M	﹤0.01%	2829
2018 Q4	–	Sell	-20,300	Closed	-$4K	–	2688
2018 Q3	$4K	Buy	20,300 +2,000	+11%	+$163K	﹤0.01%	2799
2018 Q2	$2K	Buy	+18,300	New	+$1.41M	﹤0.01%	2767
2017 Q2	–	Sell	-15,900	Closed	-$6K	–	2555
2017 Q1	$6K	Buy	+15,900	New	+$1.24M	﹤0.01%	2419
2016 Q4	–	Sell	-29,200	Closed	-$8K	–	2392
2016 Q3	$8K	Sell	29,200 -1,100	-4%	-$91.1K	﹤0.01%	2292
2016 Q2	$24K	Buy	+30,300	New	+$2.37M	﹤0.01%	2209

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 $12.8B AUM 19.73% 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 $6.73T AUM 46.02% 1-Year Est. Return

Raymond James Financial Services Advisors's IYR Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its iShares US Real Estate ETF (IYR) stake by 14% in Q3 2024, buying an estimated $1.39M and bringing the position to 118,725 shares worth $12.1M. The position accounts for 0.02% of the portfolio, ranked #780.

Raymond James Financial Services Advisors first reported a position in IYR in Q2 2013 and has held it in 38 quarters since. The position peaked at $22.8M in Q3 2016. 501 funds tracked by Wall St. Rank hold IYR as of Q3 2024.

Raymond James Financial Services Advisors held 118,725 shares of iShares US Real Estate ETF worth $12.1M as of Q3 2024.
Raymond James Financial Services Advisors bought 14,384 iShares US Real Estate ETF shares in Q3 2024, an estimated $1.39M.
iShares US Real Estate ETF made up 0.02% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #780 holding.
Raymond James Financial Services Advisors first reported a position in iShares US Real Estate ETF in Q2 2013 and has held it in 38 quarters since.
Raymond James Financial Services Advisors's iShares US Real Estate ETF position peaked at $22.8M in Q3 2016.
501 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.