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Cordasco Financial Network’s iShares US Real Estate ETF IYR Stock Holding History

Cordasco Financial Network’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 		$2K Hold
27
– – ﹤0.01% 529
2022
Q1 		$3K Buy
27
+1
+4% +$106 ﹤0.01% 495
2021
Q4 		$3K Hold
26
– – ﹤0.01% 495
2021
Q3 		$3K Hold
26
– – ﹤0.01% 506
2021
Q2 		$3K Buy
+26
New +$2.58K ﹤0.01% 508
2017
Q1 		– Sell
-375
Closed -$29K – 288
2016
Q4 		$29K Buy
+375
New +$28.5K 0.03% 144

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

Cordasco Financial Network's IYR Position: Q2 2022 in Review

Cordasco Financial Network held its iShares US Real Estate ETF (IYR) position steady in Q2 2022 at 27 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #529.

Cordasco Financial Network first reported a position in IYR in Q4 2016 and has held it in 6 quarters since. The position peaked at $29K in Q4 2016. 521 funds tracked by Wall St. Rank hold IYR as of Q2 2022.

  • Cordasco Financial Network held 27 shares of iShares US Real Estate ETF worth $2K as of Q2 2022.
  • Cordasco Financial Network left its iShares US Real Estate ETF share count unchanged in Q2 2022.
  • iShares US Real Estate ETF made up ﹤0.01% of Cordasco Financial Network's portfolio in Q2 2022, its #529 holding.
  • Cordasco Financial Network first reported a position in iShares US Real Estate ETF in Q4 2016 and has held it in 6 quarters since.
  • Cordasco Financial Network's iShares US Real Estate ETF position peaked at $29K in Q4 2016.
  • 521 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2022.

Based on Cordasco Financial Network's 13F filing for Q2 2022, filed 15 Jul 2022.