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

Baldrige 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
Q1 		$661K Buy
7,785
+70
+0.9% +$6.12K 0.27% 61
2022
Q4 		$650K Buy
7,715
+245
+3% +$20.6K 0.29% 59
2022
Q3 		$608K Hold
7,470
– – 0.29% 63
2022
Q2 		$687K Sell
7,470
-851
-10% -$84.8K 0.31% 61
2022
Q1 		$901K Sell
8,321
-167
-2% -$17.6K 0.37% 58
2021
Q4 		$986K Sell
8,488
-280
-3% -$30.7K 0.38% 53
2021
Q3 		$898K Buy
8,768
+45
+0.5% +$4.79K 0.37% 52
2021
Q2 		$889K Buy
8,723
+546
+7% +$54.2K 0.39% 51
2021
Q1 		$752K Buy
8,177
+152
+2% +$13.3K 0.41% 50
2020
Q4 		$687K Sell
8,025
-239
-3% -$19.9K 0.41% 48
2020
Q3 		$660K Buy
8,264
+156
+2% +$12.6K 0.45% 47
2020
Q2 		$639K Buy
8,108
+203
+3% +$15.4K 0.48% 43
2020
Q1 		$550K Buy
7,905
+305
+4% +$27K 0.48% 43
2019
Q4 		$707K Buy
7,600
+43
+0.6% +$3.99K 0.58% 40
2019
Q3 		$707K Buy
7,557
+228
+3% +$20.8K 0.63% 39
2019
Q2 		$640K Buy
7,329
+280
+4% +$24.5K 0.59% 40
2019
Q1 		$614K Buy
+7,049
New +$583K 0.6% 40

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
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 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
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
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

Baldrige Asset Management's IYR Position: Q1 2023 in Review

Baldrige Asset Management increased its iShares US Real Estate ETF (IYR) stake by 0.91% in Q1 2023, buying an estimated $6.12K and bringing the position to 7,785 shares worth $661K. The position accounts for 0.27% of the portfolio, ranked #61.

Baldrige Asset Management first reported a position in IYR in Q1 2019 and has held it in 17 quarters since. The position peaked at $986K in Q4 2021. 495 funds tracked by Wall St. Rank hold IYR as of Q1 2023.

  • Baldrige Asset Management held 7,785 shares of iShares US Real Estate ETF worth $661K as of Q1 2023.
  • Baldrige Asset Management bought 70 iShares US Real Estate ETF shares in Q1 2023, an estimated $6.12K.
  • iShares US Real Estate ETF made up 0.27% of Baldrige Asset Management's portfolio in Q1 2023, its #61 holding.
  • Baldrige Asset Management first reported a position in iShares US Real Estate ETF in Q1 2019 and has held it in 17 quarters since.
  • Baldrige Asset Management's iShares US Real Estate ETF position peaked at $986K in Q4 2021.
  • 495 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2023.

Based on Baldrige Asset Management's 13F filing for Q1 2023, filed 17 Apr 2023.