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

Summit Financial Strategies’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
Q2 		– Sell
-2,762
Closed -$248K – 151
2024
Q1 		$248K Buy
2,762
+106
+4% +$9.37K 0.03% 123
2023
Q4 		$243K Buy
2,656
+64
+2% +$5.24K 0.04% 123
2023
Q3 		$203K Hold
2,592
– – 0.04% 123
2023
Q2 		$224K Hold
2,592
– – 0.04% 113
2023
Q1 		$220K Hold
2,592
– – 0.04% 111
2022
Q4 		$218K Sell
2,592
-971
-27% -$81.5K 0.05% 105
2022
Q3 		$290K Sell
3,563
-54
-1% -$5.11K 0.07% 93
2022
Q2 		$333K Buy
3,617
+183
+5% +$18.2K 0.08% 79
2022
Q1 		$372K Buy
3,434
+2
+0.1% +$211 0.07% 77
2021
Q4 		$399K Sell
3,432
-2
-0.1% -$219 0.08% 73
2021
Q3 		$352K Sell
3,434
-56
-2% -$5.96K 0.07% 82
2021
Q2 		$356K Buy
3,490
+372
+12% +$36.9K 0.07% 80
2021
Q1 		$287K Hold
3,118
– – 0.1% 54
2020
Q4 		$267K Buy
3,118
+34
+1% +$2.83K 0.09% 69
2020
Q3 		$246K Hold
3,084
– – 0.1% 66
2020
Q2 		$243K Sell
3,084
-264
-8% -$20K 0.11% 64
2020
Q1 		$233K Buy
+3,348
New +$296K 0.13% 53

Other funds holding IYR

BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Summit Financial Strategies's IYR Position: Q2 2024 in Review

Summit Financial Strategies sold out of iShares US Real Estate ETF (IYR) in Q2 2024, closing a stake of 2,762 shares — an estimated $248K sold.

Summit Financial Strategies first reported a position in IYR in Q1 2020 and held it in 17 quarters. The position peaked at $399K in Q4 2021. 463 funds tracked by Wall St. Rank hold IYR as of Q2 2024.

  • Summit Financial Strategies reported no remaining iShares US Real Estate ETF position as of Q2 2024 after selling out during the quarter.
  • Summit Financial Strategies sold 2,762 iShares US Real Estate ETF shares in Q2 2024, an estimated $248K.
  • Summit Financial Strategies first reported a position in iShares US Real Estate ETF in Q1 2020 and held it in 17 quarters.
  • Summit Financial Strategies's iShares US Real Estate ETF position peaked at $399K in Q4 2021.
  • 463 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2024.

Based on Summit Financial Strategies's 13F filing for Q2 2024, filed 19 Jul 2024.