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Capital Investment Advisors’s iShares US Real Estate ETF IYR Stock Holding History

Capital Investment Advisors’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
Q2 		– Sell
-2,629
Closed -$284K – 581
2022
Q1 		$284K Buy
2,629
+219
+9% +$23.1K 0.01% 468
2021
Q4 		$280K Buy
2,410
+3
+0.1% +$329 0.01% 474
2021
Q3 		$246K Sell
2,407
-61
-2% -$6.49K 0.01% 499
2021
Q2 		$252K Buy
+2,468
New +$245K 0.01% 496
2018
Q1 		– Sell
-1,698
Closed -$138K – 494
2017
Q4 		$138K Buy
+1,698
New +$138K 0.01% 468

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
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
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Capital Investment Advisors's IYR Position: Q2 2022 in Review

Capital Investment Advisors sold out of iShares US Real Estate ETF (IYR) in Q2 2022, closing a stake of 2,629 shares — an estimated $284K sold.

Capital Investment Advisors first reported a position in IYR in Q4 2017 and held it in 5 quarters. The position peaked at $284K in Q1 2022. 521 funds tracked by Wall St. Rank hold IYR as of Q2 2022.

  • Capital Investment Advisors reported no remaining iShares US Real Estate ETF position as of Q2 2022 after selling out during the quarter.
  • Capital Investment Advisors sold 2,629 iShares US Real Estate ETF shares in Q2 2022, an estimated $284K.
  • Capital Investment Advisors first reported a position in iShares US Real Estate ETF in Q4 2017 and held it in 5 quarters.
  • Capital Investment Advisors's iShares US Real Estate ETF position peaked at $284K in Q1 2022.
  • 521 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2022.

Based on Capital Investment Advisors's 13F filing for Q2 2022, filed 6 Jul 2022.