BAAM
IYR icon

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

Baker Avenue Asset 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
2023
Q4 		– Sell
-427
Closed -$33.4K – 935
2023
Q3 		$33.4K Hold
427
– – ﹤0.01% 573
2023
Q2 		$37K Sell
427
-55
-11% -$4.62K ﹤0.01% 565
2023
Q1 		$40.9K Buy
482
+52
+12% +$4.55K ﹤0.01% 559
2022
Q4 		$36.2K Buy
+430
New +$36.1K ﹤0.01% 537
2022
Q1 		– Sell
-1,851
Closed -$215K – 307
2021
Q4 		$215K Buy
+1,851
New +$203K 0.01% 297
2015
Q1 		– Sell
-3,864
Closed -$297K – 254
2014
Q4 		$297K Hold
3,864
– – 0.04% 214
2014
Q3 		$267K Buy
3,864
+4
+0.1% +$290 0.04% 213
2014
Q2 		$277K Buy
+3,860
New +$272K 0.04% 235
2014
Q1 		– Sell
-4,460
Closed -$281K – 235
2013
Q4 		$281K Sell
4,460
-1,580
-26% -$102K 0.05% 179
2013
Q3 		$385K Sell
6,040
-87,314
-94% -$5.7M 0.08% 137
2013
Q2 		$6.26M Buy
+93,354
New +$6.6M 1.54% 15

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 $12.8B AUM 19.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Baker Avenue Asset Management's IYR Position: Q4 2023 in Review

Baker Avenue Asset Management sold out of iShares US Real Estate ETF (IYR) in Q4 2023, closing a stake of 427 shares — an estimated $33.4K sold.

Baker Avenue Asset Management first reported a position in IYR in Q2 2013 and held it in 11 quarters. The position peaked at $6.26M in Q2 2013. 514 funds tracked by Wall St. Rank hold IYR as of Q4 2023.

  • Baker Avenue Asset Management reported no remaining iShares US Real Estate ETF position as of Q4 2023 after selling out during the quarter.
  • Baker Avenue Asset Management sold 427 iShares US Real Estate ETF shares in Q4 2023, an estimated $33.4K.
  • Baker Avenue Asset Management first reported a position in iShares US Real Estate ETF in Q2 2013 and held it in 11 quarters.
  • Baker Avenue Asset Management's iShares US Real Estate ETF position peaked at $6.26M in Q2 2013.
  • 514 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q4 2023.

Based on Baker Avenue Asset Management's 13F filing for Q4 2023, filed 13 Feb 2024.