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Axiom Advisory’s iShares US Real Estate ETF IYR Stock Holding History

Axiom 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
2024
Q3 		$1.45M Buy
15,042
+298
+2% +$28.7K 0.01% 135
2024
Q2 		$1.26M Buy
+14,744
New +$1.26M 0.01% 140

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return
CWM
CIBC World Markets New York $20.8B AUM
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
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Axiom Advisory's IYR Position: Q3 2024 in Review

Axiom Advisory increased its iShares US Real Estate ETF (IYR) stake by 2% in Q3 2024, buying an estimated $28.7K and bringing the position to 15,042 shares worth $1.45M. The position accounts for 0.01% of the portfolio, ranked #135.

Axiom Advisory first reported a position in IYR in Q2 2024 and has held it in 2 quarters since. 501 funds tracked by Wall St. Rank hold IYR as of Q3 2024.

  • Axiom Advisory held 15,042 shares of iShares US Real Estate ETF worth $1.45M as of Q3 2024.
  • Axiom Advisory bought 298 iShares US Real Estate ETF shares in Q3 2024, an estimated $28.7K.
  • iShares US Real Estate ETF made up 0.01% of Axiom Advisory's portfolio in Q3 2024, its #135 holding.
  • Axiom Advisory first reported a position in iShares US Real Estate ETF in Q2 2024 and has held it in 2 quarters since.
  • 501 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2024.

Based on Axiom Advisory's 13F filing for Q3 2024, filed 7 Oct 2024.