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CMG Global Holdings’s iShares US Real Estate ETF IYR Stock Holding History

CMG Global Holdings’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
-6,405
Closed -$693K – 81
2022
Q1 		$693K Buy
6,405
+75
+1% +$7.92K 0.57% 44
2021
Q4 		$735K Hold
6,330
– – 0.47% 48
2021
Q3 		$648K Buy
6,330
+26
+0.4% +$2.77K 0.48% 45
2021
Q2 		$643K Buy
6,304
+182
+3% +$18.1K 0.49% 46
2021
Q1 		$563K Buy
+6,122
New +$537K 0.49% 47

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 $12.8B AUM 19.73% 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

CMG Global Holdings's IYR Position: Q2 2022 in Review

CMG Global Holdings sold out of iShares US Real Estate ETF (IYR) in Q2 2022, closing a stake of 6,405 shares — an estimated $693K sold.

CMG Global Holdings first reported a position in IYR in Q1 2021 and held it in 5 quarters. The position peaked at $735K in Q4 2021. 521 funds tracked by Wall St. Rank hold IYR as of Q2 2022.

  • CMG Global Holdings reported no remaining iShares US Real Estate ETF position as of Q2 2022 after selling out during the quarter.
  • CMG Global Holdings sold 6,405 iShares US Real Estate ETF shares in Q2 2022, an estimated $693K.
  • CMG Global Holdings first reported a position in iShares US Real Estate ETF in Q1 2021 and held it in 5 quarters.
  • CMG Global Holdings's iShares US Real Estate ETF position peaked at $735K in Q4 2021.
  • 521 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2022.

Based on CMG Global Holdings's 13F filing for Q2 2022, filed 5 Aug 2022.