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Altavista Wealth Management’s iShares US Real Estate ETF IYR Stock Holding History

Altavista Wealth Management’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
2021
Q4 		$718K Buy
6,180
+1,080
+21% +$118K 0.14% 106
2021
Q3 		$522K Sell
5,100
-1,643
-24% -$175K 0.12% 116
2021
Q2 		$687K Buy
6,743
+1,568
+30% +$156K 0.15% 102
2021
Q1 		$476K Buy
5,175
+380
+8% +$33.3K 0.12% 119
2020
Q4 		$411K Sell
4,795
-400
-8% -$33.3K 0.1% 122
2020
Q3 		$415K Buy
5,195
+250
+5% +$20.2K 0.11% 110
2020
Q2 		$390K Buy
4,945
+960
+24% +$72.8K 0.11% 113
2020
Q1 		$277K Sell
3,985
-590
-13% -$52.2K 0.09% 130
2019
Q4 		$426K Hold
4,575
– – 0.13% 113
2019
Q3 		$428K Hold
4,575
– – 0.13% 108
2019
Q2 		$399K Buy
4,575
+507
+12% +$44.4K 0.13% 109
2019
Q1 		$354K Sell
4,068
-150
-4% -$12.4K 0.13% 115
2018
Q4 		$316K Buy
4,218
+1
+0% +$79 0.13% 116
2018
Q3 		$337K Buy
4,217
+1
+0% +$82 0.13% 119
2018
Q2 		$340K Hold
4,216
– – 0.14% 115
2018
Q1 		$318K Buy
4,216
+260
+7% +$19.7K 0.13% 111
2017
Q4 		$320K Buy
3,956
+1
+0% +$81 0.14% 117
2017
Q3 		$316K Buy
3,955
+1
+0% +$80 0.15% 102
2017
Q2 		$315K Sell
3,954
-114
-3% -$9.07K 0.16% 97
2017
Q1 		$319K Sell
4,068
-836
-17% -$65.2K 0.16% 97
2016
Q4 		$377K Buy
4,904
+4
+0.1% +$304 0.2% 86
2016
Q3 		$395K Buy
4,900
+637
+15% +$52.7K 0.22% 88
2016
Q2 		$351K Buy
4,263
+202
+5% +$15.8K 0.19% 95
2016
Q1 		$316K Buy
4,061
+2
+0% +$145 0.18% 99
2015
Q4 		$305K Buy
+4,059
New +$303K 0.18% 99
2015
Q2 		– Sell
-3,963
Closed -$314K – 109
2015
Q1 		$314K Buy
3,963
+200
+5% +$16K 0.19% 94
2014
Q4 		$293K Buy
3,763
+553
+17% +$41.4K 0.18% 95
2014
Q3 		$222K Buy
3,210
+101
+3% +$7.32K 0.14% 104
2014
Q2 		$223K Buy
3,109
+2
+0.1% +$141 0.14% 112
2014
Q1 		$210K Buy
+3,107
New +$206K 0.13% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Altavista Wealth Management's IYR Position: Q4 2021 in Review

Altavista Wealth Management increased its iShares US Real Estate ETF (IYR) stake by 21% in Q4 2021, buying an estimated $118K and bringing the position to 6,180 shares worth $718K. The position accounts for 0.14% of the portfolio, ranked #106.

Altavista Wealth Management first reported a position in IYR in Q1 2014 and has held it in 30 quarters since. 578 funds tracked by Wall St. Rank hold IYR as of Q4 2021.

  • Altavista Wealth Management held 6,180 shares of iShares US Real Estate ETF worth $718K as of Q4 2021.
  • Altavista Wealth Management bought 1,080 iShares US Real Estate ETF shares in Q4 2021, an estimated $118K.
  • iShares US Real Estate ETF made up 0.14% of Altavista Wealth Management's portfolio in Q4 2021, its #106 holding.
  • Altavista Wealth Management first reported a position in iShares US Real Estate ETF in Q1 2014 and has held it in 30 quarters since.
  • 578 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q4 2021.

Based on Altavista Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2022.