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Crestone Asset Management’s iShares US Real Estate ETF IYR Stock Holding History

Crestone Asset Management’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
2024
Q2 		– Sell
-31,593
Closed -$2.84M – 49
2024
Q1 		$2.84M Sell
31,593
-6,082
-16% -$538K 0.57% 26
2023
Q4 		$3.44M Sell
37,675
-1,487
-4% -$122K 0.78% 23
2023
Q3 		$3.06M Sell
39,162
-17,154
-30% -$1.46M 0.73% 26
2023
Q2 		$4.87M Sell
56,316
-6,326
-10% -$531K 1.07% 21
2023
Q1 		$5.32M Sell
62,642
-14,379
-19% -$1.26M 1.13% 21
2022
Q4 		$6.48M Buy
77,021
+67,889
+743% +$5.7M 1.36% 22
2022
Q3 		$744K Buy
9,132
+5,295
+138% +$501K 0.19% 48
2022
Q2 		$353K Buy
+3,837
New +$383K 0.08% 60

Other funds holding IYR

BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Crestone Asset Management's IYR Position: Q2 2024 in Review

Crestone Asset Management sold out of iShares US Real Estate ETF (IYR) in Q2 2024, closing a stake of 31,593 shares — an estimated $2.84M sold.

Crestone Asset Management first reported a position in IYR in Q2 2022 and held it in 8 quarters. The position peaked at $6.48M in Q4 2022. 463 funds tracked by Wall St. Rank hold IYR as of Q2 2024.

  • Crestone Asset Management reported no remaining iShares US Real Estate ETF position as of Q2 2024 after selling out during the quarter.
  • Crestone Asset Management sold 31,593 iShares US Real Estate ETF shares in Q2 2024, an estimated $2.84M.
  • Crestone Asset Management first reported a position in iShares US Real Estate ETF in Q2 2022 and held it in 8 quarters.
  • Crestone Asset Management's iShares US Real Estate ETF position peaked at $6.48M in Q4 2022.
  • 463 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2024.

Based on Crestone Asset Management's 13F filing for Q2 2024.