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Appleton Group’s iShares US Real Estate ETF IYR Stock Holding History

Appleton Group’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
Q2 		– Sell
-2,507
Closed -$271K – 35
2022
Q1 		$271K Buy
2,507
+2
+0.1% +$211 0.38% 35
2021
Q4 		$291K Buy
+2,505
New +$274K 0.29% 45
2021
Q3 		– Sell
-3,079
Closed -$314K – 47
2021
Q2 		$314K Sell
3,079
-38
-1% -$3.77K 0.24% 39
2021
Q1 		$287K Buy
+3,117
New +$274K 0.38% 35
2020
Q4 		– Sell
-3,035
Closed -$242K – 35
2020
Q3 		$242K Sell
3,035
-1,170
-28% -$94.5K 0.38% 23
2020
Q2 		$331K Buy
+4,205
New +$319K 0.4% 23
2020
Q1 		– Sell
-3,764
Closed -$350K – 20
2019
Q4 		$350K Sell
3,764
-1,048
-22% -$97.2K 0.44% 26
2019
Q3 		$450K Sell
4,812
-45
-0.9% -$4.1K 0.52% 22
2019
Q2 		$424K Sell
4,857
-394
-8% -$34.5K 0.47% 23
2019
Q1 		$457K Buy
+5,251
New +$434K 0.44% 25
2016
Q4 		– Sell
-68,678
Closed -$5.54M – 30
2016
Q3 		$5.54M Sell
68,678
-13,818
-17% -$1.14M 6.68% 6
2016
Q2 		$6.8M Sell
82,496
-44,716
-35% -$3.5M 11.32% 4
2016
Q1 		$9.9M Sell
127,212
-13,894
-10% -$1.01M 11.76% 5
2015
Q4 		$10.6M Buy
141,106
+1,242
+0.9% +$92.7K 13.79% 4
2015
Q3 		$9.92M Buy
+139,864
New +$10.2M 29.04% 1
2015
Q2 		– Sell
-120,996
Closed -$9.6M – 26
2015
Q1 		$9.6M Sell
120,996
-17,179
-12% -$1.37M 10.21% 6
2014
Q4 		$10.6M Buy
138,175
+2,365
+2% +$177K 12.85% 2
2014
Q3 		$9.4M Sell
135,810
-3,151
-2% -$228K 11.87% 4
2014
Q2 		$9.98M Buy
138,961
+861
+0.6% +$60.6K 11.08% 4
2014
Q1 		$9.35M Sell
138,100
-1,622
-1% -$108K 11.47% 5
2013
Q4 		$8.81M Buy
139,722
+8,063
+6% +$519K 11.62% 5
2013
Q3 		$8.4M Buy
131,659
+19,697
+18% +$1.29M 11.5% 5
2013
Q2 		$7.44M Buy
+111,962
New +$7.91M 14.35% 4

Other funds holding IYR

Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Appleton Group's IYR Position: Q2 2022 in Review

Appleton Group sold out of iShares US Real Estate ETF (IYR) in Q2 2022, closing a stake of 2,507 shares — an estimated $271K sold.

Appleton Group first reported a position in IYR in Q2 2013 and held it in 23 quarters. The position peaked at $10.6M in Q4 2014. 521 funds tracked by Wall St. Rank hold IYR as of Q2 2022.

  • Appleton Group reported no remaining iShares US Real Estate ETF position as of Q2 2022 after selling out during the quarter.
  • Appleton Group sold 2,507 iShares US Real Estate ETF shares in Q2 2022, an estimated $271K.
  • Appleton Group first reported a position in iShares US Real Estate ETF in Q2 2013 and held it in 23 quarters.
  • Appleton Group's iShares US Real Estate ETF position peaked at $10.6M in Q4 2014.
  • 521 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2022.

Based on Appleton Group's 13F filing for Q2 2022, filed 27 Jul 2022.