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

Summit 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
2024
Q1 		$401K Buy
4,465
+380
+9% +$33.6K 0.14% 135
2023
Q4 		$373K Buy
+4,085
New +$334K 0.14% 135
2023
Q3 		– Sell
-2,500
Closed -$216K – 181
2023
Q2 		$216K Hold
2,500
– – 0.08% 180
2023
Q1 		$212K Sell
2,500
-175
-7% -$15.3K 0.08% 185
2022
Q4 		$225K Hold
2,675
– – 0.09% 183
2022
Q3 		$218K Sell
2,675
-50
-2% -$4.73K 0.09% 177
2022
Q2 		$251K Hold
2,725
– – 0.1% 175
2022
Q1 		$295K Hold
2,725
– – 0.1% 168
2021
Q4 		$316K Hold
2,725
– – 0.1% 169
2021
Q3 		$279K Hold
2,725
– – 0.1% 178
2021
Q2 		$278K Hold
2,725
– – 0.1% 170
2021
Q1 		$251K Buy
2,725
+55
+2% +$4.83K 0.1% 166
2020
Q4 		$229K Hold
2,670
– – 0.1% 158
2020
Q3 		$213K Hold
2,670
– – 0.11% 144
2020
Q2 		$210K Buy
+2,670
New +$202K 0.11% 150
2020
Q1 		– Sell
-2,750
Closed -$256K – 152
2019
Q4 		$256K Hold
2,750
– – 0.12% 142
2019
Q3 		$257K Hold
2,750
– – 0.13% 135
2019
Q2 		$240K Buy
+2,750
New +$241K 0.11% 147

Other funds holding IYR

Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
CWM
CIBC World Markets New York $20.8B AUM
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

Summit Financial Group's IYR Position: Q1 2024 in Review

Summit Financial Group increased its iShares US Real Estate ETF (IYR) stake by 9.3% in Q1 2024, buying an estimated $33.6K and bringing the position to 4,465 shares worth $401K. The position accounts for 0.14% of the portfolio, ranked #135.

Summit Financial Group first reported a position in IYR in Q2 2019 and has held it in 18 quarters since. 472 funds tracked by Wall St. Rank hold IYR as of Q1 2024.

  • Summit Financial Group held 4,465 shares of iShares US Real Estate ETF worth $401K as of Q1 2024.
  • Summit Financial Group bought 380 iShares US Real Estate ETF shares in Q1 2024, an estimated $33.6K.
  • iShares US Real Estate ETF made up 0.14% of Summit Financial Group's portfolio in Q1 2024, its #135 holding.
  • Summit Financial Group first reported a position in iShares US Real Estate ETF in Q2 2019 and has held it in 18 quarters since.
  • 472 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2024.

Based on Summit Financial Group's 13F filing for Q1 2024, filed 5 Apr 2024.