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Almanack Investment Partners’s iShares US Real Estate ETF IYR Stock Holding History

Almanack Investment Partners’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
Q4 		– Sell
-23,062
Closed -$1.88M – 689
2022
Q3 		$1.88M Buy
23,062
+12,696
+122% +$1.2M 0.37% 34
2022
Q2 		$953K Buy
10,366
+4,234
+69% +$422K 0.1% 142
2022
Q1 		$664K Sell
6,132
-3,765
-38% -$397K 0.06% 212
2021
Q4 		$1.15M Sell
9,897
-114
-1% -$12.5K 0.09% 134
2021
Q3 		$1.02M Buy
10,011
+2,363
+31% +$251K 0.09% 158
2021
Q2 		$780K Sell
7,648
-230
-3% -$22.8K 0.07% 164
2021
Q1 		$724K Sell
7,878
-3,306
-30% -$290K 0.07% 171
2020
Q4 		$958K Buy
+11,184
New +$931K 0.11% 116

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 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
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
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Almanack Investment Partners's IYR Position: Q4 2022 in Review

Almanack Investment Partners sold out of iShares US Real Estate ETF (IYR) in Q4 2022, closing a stake of 23,062 shares — an estimated $1.88M sold.

Almanack Investment Partners first reported a position in IYR in Q4 2020 and held it in 8 quarters. The position peaked at $1.88M in Q3 2022. 513 funds tracked by Wall St. Rank hold IYR as of Q4 2022.

  • Almanack Investment Partners reported no remaining iShares US Real Estate ETF position as of Q4 2022 after selling out during the quarter.
  • Almanack Investment Partners sold 23,062 iShares US Real Estate ETF shares in Q4 2022, an estimated $1.88M.
  • Almanack Investment Partners first reported a position in iShares US Real Estate ETF in Q4 2020 and held it in 8 quarters.
  • Almanack Investment Partners's iShares US Real Estate ETF position peaked at $1.88M in Q3 2022.
  • 513 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q4 2022.

Based on Almanack Investment Partners's 13F filing for Q4 2022, filed 9 Feb 2023.