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Affinity Capital Advisors’s iShares US Real Estate ETF IYR Stock Holding History

Affinity Capital Advisors’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
2020
Q4 		– Sell
-3,214
Closed -$257K – 116
2020
Q3 		$257K Hold
3,214
– – 0.15% 85
2020
Q2 		$253K Hold
3,214
– – 0.17% 81
2020
Q1 		$245K Sell
3,214
-307
-9% -$27.2K 0.18% 82
2019
Q4 		$328K Buy
+3,521
New +$326K 0.22% 74

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Affinity Capital Advisors's IYR Position: Q4 2020 in Review

Affinity Capital Advisors sold out of iShares US Real Estate ETF (IYR) in Q4 2020, closing a stake of 3,214 shares — an estimated $257K sold.

Affinity Capital Advisors first reported a position in IYR in Q4 2019 and held it in 4 quarters. The position peaked at $328K in Q4 2019. 430 funds tracked by Wall St. Rank hold IYR as of Q4 2020.

  • Affinity Capital Advisors reported no remaining iShares US Real Estate ETF position as of Q4 2020 after selling out during the quarter.
  • Affinity Capital Advisors sold 3,214 iShares US Real Estate ETF shares in Q4 2020, an estimated $257K.
  • Affinity Capital Advisors first reported a position in iShares US Real Estate ETF in Q4 2019 and held it in 4 quarters.
  • Affinity Capital Advisors's iShares US Real Estate ETF position peaked at $328K in Q4 2019.
  • 430 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q4 2020.

Based on Affinity Capital Advisors's 13F filing for Q4 2020, filed 27 Jan 2021.