Strategic Financial Concepts’s iShares US Real Estate ETF IYR Stock Holding History

Strategic Financial Concepts’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	–	Sell	-18,936	Closed	-$200	–	480
2024 Q2	$200	Buy	+18,936	New	+$1.62M	﹤0.01%	720
2023 Q3	–	Sell	-3,690	Closed	-$319K	–	276
2023 Q2	$319K	Sell	3,690 -332	-8%	-$27.9K	0.12%	163
2023 Q1	$341K	Buy	+4,022	New	+$352K	0.14%	144

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 $11.5B AUM 18.72% 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 $5.72T AUM 30.48% 1-Year Est. Return

Strategic Financial Concepts's IYR Position: Q3 2024 in Review

Strategic Financial Concepts sold out of iShares US Real Estate ETF (IYR) in Q3 2024, closing a stake of 18,936 shares — an estimated $200 sold.

Strategic Financial Concepts first reported a position in IYR in Q1 2023 and held it in 3 quarters. The position peaked at $341K in Q1 2023. 501 funds tracked by Wall St. Rank hold IYR as of Q3 2024.

Strategic Financial Concepts reported no remaining iShares US Real Estate ETF position as of Q3 2024 after selling out during the quarter.
Strategic Financial Concepts sold 18,936 iShares US Real Estate ETF shares in Q3 2024, an estimated $200.
Strategic Financial Concepts first reported a position in iShares US Real Estate ETF in Q1 2023 and held it in 3 quarters.
Strategic Financial Concepts's iShares US Real Estate ETF position peaked at $341K in Q1 2023.
501 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2024.

Based on Strategic Financial Concepts's 13F filing for Q3 2024, filed 12 Nov 2024.