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Brouwer & Janachowski’s iShares US Real Estate ETF IYR Stock Holding History

Brouwer & Janachowski’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
Q3 		$211K Hold
2,060
– – 0.04% 64
2021
Q2 		$210K Buy
+2,060
New +$204K 0.04% 56
2018
Q4 		– Sell
-2,971
Closed -$238K – 51
2018
Q3 		$238K Sell
2,971
-243
-8% -$19.8K 0.04% 49
2018
Q2 		$259K Sell
3,214
-2,204
-41% -$170K 0.05% 46
2018
Q1 		$409K Sell
5,418
-14,746
-73% -$1.12M 0.08% 33
2017
Q4 		$1.63M Sell
20,164
-5,953
-23% -$483K 0.31% 23
2017
Q3 		$2.09M Sell
26,117
-1,225
-4% -$98.4K 0.4% 23
2017
Q2 		$2.18M Sell
27,342
-635
-2% -$50.5K 0.45% 21
2017
Q1 		$2.2M Sell
27,977
-1,184
-4% -$92.4K 0.48% 20
2016
Q4 		$2.24M Sell
29,161
-1,436
-5% -$109K 0.53% 21
2016
Q3 		$2.47M Sell
30,597
-758
-2% -$62.8K 0.62% 17
2016
Q2 		$2.58M Sell
31,355
-1,063
-3% -$83.3K 0.71% 19
2016
Q1 		$2.52M Sell
32,418
-498
-2% -$36.1K 0.86% 18
2015
Q4 		$2.47M Sell
32,916
-1,005
-3% -$75.1K 1.33% 14
2015
Q3 		$2.41M Sell
33,921
-571
-2% -$41.6K 1.13% 17
2015
Q2 		$2.46M Sell
34,492
-764
-2% -$57.9K 1.08% 23
2015
Q1 		$2.8M Sell
35,256
-488
-1% -$39K 1.19% 22
2014
Q4 		$2.75M Sell
35,744
-54
-0.2% -$4.04K 1.18% 23
2014
Q3 		$2.48M Sell
35,798
-798
-2% -$57.8K 1.18% 19
2014
Q2 		$2.63M Sell
36,596
-593
-2% -$41.8K 1.26% 20
2014
Q1 		$2.52M Sell
37,189
-294
-0.8% -$19.5K 1.23% 21
2013
Q4 		$2.36M Buy
+37,483
New +$2.41M 1.16% 24

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Brouwer & Janachowski's IYR Position: Q3 2021 in Review

Brouwer & Janachowski held its iShares US Real Estate ETF (IYR) position steady in Q3 2021 at 2,060 shares worth $211K. The position accounts for 0.04% of the portfolio, ranked #64.

Brouwer & Janachowski first reported a position in IYR in Q4 2013 and has held it in 22 quarters since. The position peaked at $2.8M in Q1 2015. 502 funds tracked by Wall St. Rank hold IYR as of Q3 2021.

  • Brouwer & Janachowski held 2,060 shares of iShares US Real Estate ETF worth $211K as of Q3 2021.
  • Brouwer & Janachowski left its iShares US Real Estate ETF share count unchanged in Q3 2021.
  • iShares US Real Estate ETF made up 0.04% of Brouwer & Janachowski's portfolio in Q3 2021, its #64 holding.
  • Brouwer & Janachowski first reported a position in iShares US Real Estate ETF in Q4 2013 and has held it in 22 quarters since.
  • Brouwer & Janachowski's iShares US Real Estate ETF position peaked at $2.8M in Q1 2015.
  • 502 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2021.

Based on Brouwer & Janachowski's 13F filing for Q3 2021, filed 19 Oct 2021.