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Avalon Investment & Advisory’s iShares US Real Estate ETF IYR Stock Holding History

Avalon Investment & Advisory’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
Q3 		– Sell
-10,000
Closed -$788K – 331
2020
Q2 		$788K Hold
10,000
– – 0.02% 218
2020
Q1 		$696K Buy
+10,000
New +$885K 0.02% 236
2017
Q1 		– Sell
-8,072
Closed -$621K – 366
2016
Q4 		$621K Buy
8,072
+55
+0.7% +$4.18K 0.02% 271
2016
Q3 		$646K Buy
8,017
+14
+0.2% +$1.16K 0.02% 246
2016
Q2 		$659K Buy
+8,003
New +$627K 0.03% 216

Other funds holding IYR

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Avalon Investment & Advisory's IYR Position: Q3 2020 in Review

Avalon Investment & Advisory sold out of iShares US Real Estate ETF (IYR) in Q3 2020, closing a stake of 10,000 shares — an estimated $788K sold.

Avalon Investment & Advisory first reported a position in IYR in Q2 2016 and held it in 5 quarters. The position peaked at $788K in Q2 2020. 392 funds tracked by Wall St. Rank hold IYR as of Q3 2020.

  • Avalon Investment & Advisory reported no remaining iShares US Real Estate ETF position as of Q3 2020 after selling out during the quarter.
  • Avalon Investment & Advisory sold 10,000 iShares US Real Estate ETF shares in Q3 2020, an estimated $788K.
  • Avalon Investment & Advisory first reported a position in iShares US Real Estate ETF in Q2 2016 and held it in 5 quarters.
  • Avalon Investment & Advisory's iShares US Real Estate ETF position peaked at $788K in Q2 2020.
  • 392 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2020.

Based on Avalon Investment & Advisory's 13F filing for Q3 2020, filed 4 Nov 2020.