Whittier Trust’s iShares US Real Estate ETF IYR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-20
| Closed | -$1.83K | – | 1534 |
|
|
2023
Q4 | $1.83K | Hold |
20
| – | – | ﹤0.01% | 1403 |
|
|
2023
Q3 | $1.56K | Sell |
20
-30
| -60% | -$2.56K | ﹤0.01% | 1490 |
|
|
2023
Q2 | $4.33K | Hold |
50
| – | – | ﹤0.01% | 1382 |
|
|
2023
Q1 | $4.25K | Hold |
50
| – | – | ﹤0.01% | 1413 |
|
|
2022
Q4 | $4.21K | Hold |
50
| – | – | ﹤0.01% | 1406 |
|
|
2022
Q3 | $4K | Hold |
50
| – | – | ﹤0.01% | 1483 |
|
|
2022
Q2 | $5K | Buy |
+50
| New | +$4.99K | ﹤0.01% | 1441 |
|
|
2021
Q4 | – | Sell |
-45
| Closed | -$5K | – | 1589 |
|
|
2021
Q3 | $5K | Hold |
45
| – | – | ﹤0.01% | 1332 |
|
|
2021
Q2 | $5K | Sell |
45
-1,331
| -97% | -$132K | ﹤0.01% | 1355 |
|
|
2021
Q1 | $127K | Buy |
1,376
+1,331
| +2,958% | +$117K | ﹤0.01% | 726 |
|
|
2020
Q4 | $4K | Hold |
45
| – | – | ﹤0.01% | 1265 |
|
|
2020
Q3 | $4K | Sell |
45
-45
| -50% | -$3.63K | ﹤0.01% | 1257 |
|
|
2020
Q2 | $7K | Hold |
90
| – | – | ﹤0.01% | 1115 |
|
|
2020
Q1 | $6K | Hold |
90
| – | – | ﹤0.01% | 1190 |
|
|
2019
Q4 | $8K | Sell |
90
-95
| -51% | -$8.81K | ﹤0.01% | 1167 |
|
|
2019
Q3 | $17K | Hold |
185
| – | – | ﹤0.01% | 1050 |
|
|
2019
Q2 | $16K | Hold |
185
| – | – | ﹤0.01% | 993 |
|
|
2019
Q1 | $16K | Hold |
185
| – | – | ﹤0.01% | 988 |
|
|
2018
Q4 | $14K | Hold |
185
| – | – | ﹤0.01% | 1029 |
|
|
2018
Q3 | $15K | Hold |
185
| – | – | ﹤0.01% | 995 |
|
|
2018
Q2 | $15K | Hold |
185
| – | – | ﹤0.01% | 974 |
|
|
2018
Q1 | $14K | Hold |
185
| – | – | ﹤0.01% | 994 |
|
|
2017
Q4 | $15K | Hold |
185
| – | – | ﹤0.01% | 975 |
|
|
2017
Q3 | $15K | Hold |
185
| – | – | ﹤0.01% | 956 |
|
|
2017
Q2 | $15K | Sell |
185
-300
| -62% | -$23.9K | ﹤0.01% | 931 |
|
|
2017
Q1 | $38K | Buy |
485
+134
| +38% | +$10.5K | ﹤0.01% | 769 |
|
|
2016
Q4 | $27K | Buy |
351
+51
| +17% | +$3.88K | ﹤0.01% | 829 |
|
|
2016
Q3 | $24K | Hold |
300
| – | – | ﹤0.01% | 849 |
|
|
2016
Q2 | $25K | Hold |
300
| – | – | ﹤0.01% | 854 |
|
|
2016
Q1 | $23K | Hold |
300
| – | – | ﹤0.01% | 855 |
|
|
2015
Q4 | $23K | Sell |
300
-116
| -28% | -$8.66K | ﹤0.01% | 846 |
|
|
2015
Q3 | $30K | Hold |
416
| – | – | ﹤0.01% | 797 |
|
|
2015
Q2 | $30K | Hold |
416
| – | – | ﹤0.01% | 836 |
|
|
2015
Q1 | $33K | Hold |
416
| – | – | ﹤0.01% | 791 |
|
|
2014
Q4 | $32K | Hold |
416
| – | – | ﹤0.01% | 721 |
|
|
2014
Q3 | $29K | Hold |
416
| – | – | ﹤0.01% | 722 |
|
|
2014
Q2 | $30K | Hold |
416
| – | – | ﹤0.01% | 724 |
|
|
2014
Q1 | $28K | Hold |
416
| – | – | ﹤0.01% | 751 |
|
|
2013
Q4 | $26K | Hold |
416
| – | – | ﹤0.01% | 769 |
|
|
2013
Q3 | $27K | Hold |
416
| – | – | ﹤0.01% | 754 |
|
|
2013
Q2 | $28K | Buy |
+416
| New | +$29.4K | ﹤0.01% | 743 |
|
Other funds holding IYR
CWM
WI
Whittier Trust's IYR Position: Q1 2024 in Review
Whittier Trust sold out of iShares US Real Estate ETF (IYR) in Q1 2024, closing a stake of 20 shares — an estimated $1.83K sold.
Whittier Trust first reported a position in IYR in Q2 2013 and held it in 41 quarters. The position peaked at $127K in Q1 2021. 472 funds tracked by Wall St. Rank hold IYR as of Q1 2024.
- Whittier Trust reported no remaining iShares US Real Estate ETF position as of Q1 2024 after selling out during the quarter.
- Whittier Trust sold 20 iShares US Real Estate ETF shares in Q1 2024, an estimated $1.83K.
- Whittier Trust first reported a position in iShares US Real Estate ETF in Q2 2013 and held it in 41 quarters.
- Whittier Trust's iShares US Real Estate ETF position peaked at $127K in Q1 2021.
- 472 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2024.
Based on Whittier Trust's 13F filing for Q1 2024, filed 2 May 2024.