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

Raymond James Trust’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
2021
Q2 		– Sell
-2,276
Closed -$209K – 1154
2021
Q1 		$209K Buy
+2,276
New +$200K 0.01% 1015
2020
Q3 		– Sell
-3,021
Closed -$238K – 998
2020
Q2 		$238K Sell
3,021
-2,342
-44% -$178K 0.01% 768
2020
Q1 		$373K Buy
5,363
+1,733
+48% +$153K 0.02% 479
2019
Q4 		$338K Sell
3,630
-44
-1% -$4.08K 0.02% 621
2019
Q3 		$344K Sell
3,674
-1,344
-27% -$122K 0.02% 593
2019
Q2 		$439K Buy
5,018
+100
+2% +$8.76K 0.02% 476
2019
Q1 		$428K Sell
4,918
-497
-9% -$41.1K 0.02% 477
2018
Q4 		$406K Buy
5,415
+1,376
+34% +$108K 0.03% 451
2018
Q3 		$323K Buy
4,039
+669
+20% +$54.5K 0.02% 598
2018
Q2 		$272K Sell
3,370
-416
-11% -$32.1K 0.02% 654
2018
Q1 		$286K Buy
3,786
+932
+33% +$70.7K 0.02% 543
2017
Q4 		$231K Buy
+2,854
New +$232K 0.02% 638

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
CWM
CIBC World Markets New York $20.8B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 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 $11.5B AUM 18.72% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 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

Raymond James Trust's IYR Position: Q2 2021 in Review

Raymond James Trust sold out of iShares US Real Estate ETF (IYR) in Q2 2021, closing a stake of 2,276 shares — an estimated $209K sold.

Raymond James Trust first reported a position in IYR in Q4 2017 and held it in 12 quarters. The position peaked at $439K in Q2 2019. 470 funds tracked by Wall St. Rank hold IYR as of Q2 2021.

  • Raymond James Trust reported no remaining iShares US Real Estate ETF position as of Q2 2021 after selling out during the quarter.
  • Raymond James Trust sold 2,276 iShares US Real Estate ETF shares in Q2 2021, an estimated $209K.
  • Raymond James Trust first reported a position in iShares US Real Estate ETF in Q4 2017 and held it in 12 quarters.
  • Raymond James Trust's iShares US Real Estate ETF position peaked at $439K in Q2 2019.
  • 470 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2021.

Based on Raymond James Trust's 13F filing for Q2 2021, filed 20 Jul 2021.