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The Family Firm’s iShares US Real Estate ETF IYR Stock Holding History

The Family Firm’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
-1,177
Closed -$103K – 536
2024
Q2 		$103K Buy
+1,177
New +$101K 0.02% 265

Other funds holding IYR

Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
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 $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
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
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

The Family Firm's IYR Position: Q3 2024 in Review

The Family Firm sold out of iShares US Real Estate ETF (IYR) in Q3 2024, closing a stake of 1,177 shares — an estimated $103K sold.

The Family Firm first reported a position in IYR in Q2 2024 and held it in 1 quarter. The position peaked at $103K in Q2 2024. 501 funds tracked by Wall St. Rank hold IYR as of Q3 2024.

  • The Family Firm reported no remaining iShares US Real Estate ETF position as of Q3 2024 after selling out during the quarter.
  • The Family Firm sold 1,177 iShares US Real Estate ETF shares in Q3 2024, an estimated $103K.
  • The Family Firm first reported a position in iShares US Real Estate ETF in Q2 2024 and held it in 1 quarter.
  • The Family Firm's iShares US Real Estate ETF position peaked at $103K in Q2 2024.
  • 501 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2024.

Based on The Family Firm's 13F filing for Q3 2024, filed 17 Oct 2024.