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

Brand Asset Management 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
2021
Q2 		– Sell
-145
Closed -$13K – 170
2021
Q1 		$13K Buy
+145
New +$12.7K 0.01% 220

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 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 $12.8B AUM 19.73% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 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

Brand Asset Management Group's IYR Position: Q2 2021 in Review

Brand Asset Management Group sold out of iShares US Real Estate ETF (IYR) in Q2 2021, closing a stake of 145 shares — an estimated $13K sold.

Brand Asset Management Group first reported a position in IYR in Q1 2021 and held it in 1 quarter. The position peaked at $13K in Q1 2021. 470 funds tracked by Wall St. Rank hold IYR as of Q2 2021.

  • Brand Asset Management Group reported no remaining iShares US Real Estate ETF position as of Q2 2021 after selling out during the quarter.
  • Brand Asset Management Group sold 145 iShares US Real Estate ETF shares in Q2 2021, an estimated $13K.
  • Brand Asset Management Group first reported a position in iShares US Real Estate ETF in Q1 2021 and held it in 1 quarter.
  • Brand Asset Management Group's iShares US Real Estate ETF position peaked at $13K in Q1 2021.
  • 470 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2021.

Based on Brand Asset Management Group's 13F filing for Q2 2021, filed 9 Aug 2021.