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

Steward 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
Q3 		$1K Buy
+17
New +$1.45K ﹤0.01% 1175
2022
Q3 		– Sell
-17
Closed -$1K – 699
2022
Q2 		$1K Hold
17
– – ﹤0.01% 773
2022
Q1 		$1K Hold
17
– – ﹤0.01% 297
2021
Q4 		$1K Buy
+17
New +$1.86K ﹤0.01% 240

Other funds holding IYR

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
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Citigroup
Citigroup New York $235B AUM 32.99% 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

Steward Financial Group's IYR Position: Q3 2023 in Review

Steward Financial Group opened a new position in iShares US Real Estate ETF (IYR) in Q3 2023: 17 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1175 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in IYR as recently as Q2 2022.

Steward Financial Group first reported a position in IYR in Q4 2021 and has held it in 4 quarters since. 458 funds tracked by Wall St. Rank hold IYR as of Q3 2023.

  • Steward Financial Group held 17 shares of iShares US Real Estate ETF worth $1K as of Q3 2023.
  • iShares US Real Estate ETF was a new Steward Financial Group position in Q3 2023.
  • iShares US Real Estate ETF made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #1175 holding.
  • Steward Financial Group first reported a position in iShares US Real Estate ETF in Q4 2021 and has held it in 4 quarters since.
  • 458 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.