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Burleson & Co’s iShares US Real Estate ETF IYR Stock Holding History

Burleson & Co’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
Q4 		$219K Hold
2,600
– – 0.05% 121
2022
Q3 		$212K Hold
2,600
– – 0.05% 130
2022
Q2 		$239K Hold
2,600
– – 0.05% 113
2022
Q1 		$281K Hold
2,600
– – 0.05% 120
2021
Q4 		$302K Hold
2,600
– – 0.04% 121
2021
Q3 		$266K Hold
2,600
– – 0.04% 120
2021
Q2 		$265K Hold
2,600
– – 0.04% 128
2021
Q1 		$239K Sell
2,600
-396
-13% -$34.7K 0.04% 122
2020
Q4 		$257K Hold
2,996
– – 0.04% 120
2020
Q3 		$243K Hold
2,996
– – 0.05% 123
2020
Q2 		$248K Hold
2,996
– – 0.05% 111
2020
Q1 		$225K Hold
2,996
– – 0.06% 108
2019
Q4 		$286K Hold
2,996
– – 0.08% 107
2019
Q3 		$285K Hold
2,996
– – 0.1% 93
2019
Q2 		$268K Hold
2,996
– – 0.11% 94
2019
Q1 		$263K Hold
2,996
– – 0.11% 95
2018
Q4 		$253K Hold
2,996
– – 0.13% 88
2018
Q3 		$242K Hold
2,996
– – 0.14% 91
2018
Q2 		$241K Hold
2,996
– – 0.14% 98
2018
Q1 		$226K Hold
2,996
– – 0.15% 95
2017
Q4 		$243K Buy
+2,996
New +$243K 0.16% 97

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Burleson & Co's IYR Position: Q4 2022 in Review

Burleson & Co held its iShares US Real Estate ETF (IYR) position steady in Q4 2022 at 2,600 shares worth $219K. The position accounts for 0.05% of the portfolio, ranked #121.

Burleson & Co first reported a position in IYR in Q4 2017 and has held it in 21 quarters since. The position peaked at $302K in Q4 2021. 513 funds tracked by Wall St. Rank hold IYR as of Q4 2022.

  • Burleson & Co held 2,600 shares of iShares US Real Estate ETF worth $219K as of Q4 2022.
  • Burleson & Co left its iShares US Real Estate ETF share count unchanged in Q4 2022.
  • iShares US Real Estate ETF made up 0.05% of Burleson & Co's portfolio in Q4 2022, its #121 holding.
  • Burleson & Co first reported a position in iShares US Real Estate ETF in Q4 2017 and has held it in 21 quarters since.
  • Burleson & Co's iShares US Real Estate ETF position peaked at $302K in Q4 2021.
  • 513 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q4 2022.

Based on Burleson & Co's 13F filing for Q4 2022, filed 31 Jan 2023.