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55I LLC’s iShares US Real Estate ETF IYR Stock Holding History

55I LLC’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
2022
Q3 		$278K Buy
+3,417
New +$323K 0.01% 514
2022
Q1 		– Sell
-1,980
Closed -$230K – 533
2021
Q4 		$230K Buy
+1,980
New +$217K 0.01% 463
2020
Q2 		– Sell
-4,501
Closed -$355K – 215
2020
Q1 		$355K Buy
+4,501
New +$398K 0.1% 125

Other funds holding IYR

CWM
CIBC World Markets New York $20.8B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

55I LLC's IYR Position: Q3 2022 in Review

55I LLC opened a new position in iShares US Real Estate ETF (IYR) in Q3 2022: 3,417 shares worth $278K. The stake represents 0.01% of the portfolio and ranks #514 among its holdings. This is a return to the name: 55I LLC previously reported a position in IYR as recently as Q4 2021.

55I LLC first reported a position in IYR in Q1 2020 and has held it in 3 quarters since. The position peaked at $355K in Q1 2020. 498 funds tracked by Wall St. Rank hold IYR as of Q3 2022.

  • 55I LLC held 3,417 shares of iShares US Real Estate ETF worth $278K as of Q3 2022.
  • iShares US Real Estate ETF was a new 55I LLC position in Q3 2022.
  • iShares US Real Estate ETF made up 0.01% of 55I LLC's portfolio in Q3 2022, its #514 holding.
  • 55I LLC first reported a position in iShares US Real Estate ETF in Q1 2020 and has held it in 3 quarters since.
  • 55I LLC's iShares US Real Estate ETF position peaked at $355K in Q1 2020.
  • 498 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2022.

Based on 55I LLC's 13F filing for Q3 2022, filed 14 Nov 2022.