Asset Management One
IYR icon

Asset Management One’s iShares US Real Estate ETF IYR Stock Holding History

Asset Management One’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
2024
Q1 		– Sell
-40,860
Closed -$3.78M – 986
2023
Q4 		$3.78M Buy
+40,860
New +$3.35M 0.02% 664
2023
Q2 		– Sell
-42,700
Closed -$3.63M – 1012
2023
Q1 		$3.63M Buy
42,700
+19,470
+84% +$1.7M 0.02% 664
2022
Q4 		$1.97M Buy
23,230
+2,220
+11% +$186K 0.01% 763
2022
Q3 		$1.71M Sell
21,010
-32,160
-60% -$3.04M 0.01% 770
2022
Q2 		$4.89M Buy
53,170
+11,490
+28% +$1.15M 0.02% 589
2022
Q1 		$4.51M Sell
41,680
-1,360
-3% -$144K 0.02% 651
2021
Q4 		$4.97M Buy
43,040
+4,980
+13% +$546K 0.02% 671
2021
Q3 		$3.9M Sell
38,060
-8,810
-19% -$937K 0.01% 719
2021
Q2 		$4.78M Buy
+46,870
New +$4.65M 0.02% 681
2021
Q1 		– Sell
-62,840
Closed -$5.3M – 1054
2020
Q4 		$5.3M Buy
+62,840
New +$5.23M 0.02% 624

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
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

Asset Management One's IYR Position: Q1 2024 in Review

Asset Management One sold out of iShares US Real Estate ETF (IYR) in Q1 2024, closing a stake of 40,860 shares — an estimated $3.78M sold.

Asset Management One first reported a position in IYR in Q4 2020 and held it in 10 quarters. The position peaked at $5.3M in Q4 2020. 472 funds tracked by Wall St. Rank hold IYR as of Q1 2024.

  • Asset Management One reported no remaining iShares US Real Estate ETF position as of Q1 2024 after selling out during the quarter.
  • Asset Management One sold 40,860 iShares US Real Estate ETF shares in Q1 2024, an estimated $3.78M.
  • Asset Management One first reported a position in iShares US Real Estate ETF in Q4 2020 and held it in 10 quarters.
  • Asset Management One's iShares US Real Estate ETF position peaked at $5.3M in Q4 2020.
  • 472 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2024.

Based on Asset Management One's 13F filing for Q1 2024, filed 2 May 2024.