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Baron Financial Group’s iShares US Real Estate ETF IYR Stock Holding History

Baron Financial Group’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
2022
Q3 		– Sell
-50
Closed -$4.6K – 125
2022
Q2 		$4.6K Hold
50
– – ﹤0.01% 172
2022
Q1 		$5.41K Hold
50
– – ﹤0.01% 183
2021
Q4 		$5.81K Hold
50
– – ﹤0.01% 184
2021
Q3 		$5.12K Sell
50
-21
-30% -$2.23K ﹤0.01% 190
2021
Q2 		$7.24K Hold
71
– – ﹤0.01% 187
2021
Q1 		$6.53K Hold
71
– – ﹤0.01% 187
2020
Q4 		$6.08K Hold
71
– – ﹤0.01% 196
2020
Q3 		$5.67K Buy
+71
New +$5.74K 0.01% 198

Other funds holding IYR

CWM
CIBC World Markets New York $20.8B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Baron Financial Group's IYR Position: Q3 2022 in Review

Baron Financial Group sold out of iShares US Real Estate ETF (IYR) in Q3 2022, closing a stake of 50 shares — an estimated $4.6K sold.

Baron Financial Group first reported a position in IYR in Q3 2020 and held it in 8 quarters. The position peaked at $7.24K in Q2 2021. 498 funds tracked by Wall St. Rank hold IYR as of Q3 2022.

  • Baron Financial Group reported no remaining iShares US Real Estate ETF position as of Q3 2022 after selling out during the quarter.
  • Baron Financial Group sold 50 iShares US Real Estate ETF shares in Q3 2022, an estimated $4.6K.
  • Baron Financial Group first reported a position in iShares US Real Estate ETF in Q3 2020 and held it in 8 quarters.
  • Baron Financial Group's iShares US Real Estate ETF position peaked at $7.24K in Q2 2021.
  • 498 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2022.

Based on Baron Financial Group's 13F filing for Q3 2022, filed 3 Nov 2022.