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Roman Butler Fullerton & Co’s iShares US Real Estate ETF IYR Stock Holding History

Roman Butler Fullerton & Co’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
Q4 		– Sell
-18,362
Closed -$1.85M – 252
2024
Q3 		$1.85M Buy
+18,362
New +$1.77M 0.56% 40

Other funds holding IYR

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 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 $12.8B AUM 19.73% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Roman Butler Fullerton & Co's IYR Position: Q4 2024 in Review

Roman Butler Fullerton & Co sold out of iShares US Real Estate ETF (IYR) in Q4 2024, closing a stake of 18,362 shares — an estimated $1.85M sold.

Roman Butler Fullerton & Co first reported a position in IYR in Q3 2024 and held it in 1 quarter. The position peaked at $1.85M in Q3 2024. 515 funds tracked by Wall St. Rank hold IYR as of Q4 2024.

  • Roman Butler Fullerton & Co reported no remaining iShares US Real Estate ETF position as of Q4 2024 after selling out during the quarter.
  • Roman Butler Fullerton & Co sold 18,362 iShares US Real Estate ETF shares in Q4 2024, an estimated $1.85M.
  • Roman Butler Fullerton & Co first reported a position in iShares US Real Estate ETF in Q3 2024 and held it in 1 quarter.
  • Roman Butler Fullerton & Co's iShares US Real Estate ETF position peaked at $1.85M in Q3 2024.
  • 515 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q4 2024.

Based on Roman Butler Fullerton & Co's 13F filing for Q4 2024, filed 30 Jan 2025.