DBRC
IYR icon

D.B. Root & Company’s iShares US Real Estate ETF IYR Stock Holding History

D.B. Root & Company’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
Q1 		– Sell
-1,778
Closed -$206K – 190
2021
Q4 		$206K Buy
+1,778
New +$195K 0.07% 184
2021
Q3 		– Sell
-1,985
Closed -$202K – 196
2021
Q2 		$202K Buy
+1,985
New +$197K 0.08% 196
2020
Q2 		– Sell
-5,387
Closed -$374K – 200
2020
Q1 		$374K Sell
5,387
-290
-5% -$25.7K 0.19% 130
2019
Q4 		$528K Sell
5,677
-658
-10% -$61K 0.23% 118
2019
Q3 		$592K Sell
6,335
-826
-12% -$75.2K 0.28% 110
2019
Q2 		$625K Sell
7,161
-934
-12% -$81.8K 0.28% 100
2019
Q1 		$705K Sell
8,095
-10,062
-55% -$832K 0.3% 95
2018
Q4 		$1.36M Buy
18,157
+7,893
+77% +$620K 0.68% 35
2018
Q3 		$821K Buy
10,264
+1,564
+18% +$128K 0.36% 89
2018
Q2 		$701K Buy
+8,700
New +$670K 0.33% 108
2018
Q1 		– Sell
-17,161
Closed -$1.39M – 191
2017
Q4 		$1.39M Buy
+17,161
New +$1.39M 1.19% 22

Other funds holding IYR

CWM
CIBC World Markets New York $20.8B AUM
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

D.B. Root & Company's IYR Position: Q1 2022 in Review

D.B. Root & Company sold out of iShares US Real Estate ETF (IYR) in Q1 2022, closing a stake of 1,778 shares — an estimated $206K sold.

D.B. Root & Company first reported a position in IYR in Q4 2017 and held it in 11 quarters. The position peaked at $1.39M in Q4 2017. 545 funds tracked by Wall St. Rank hold IYR as of Q1 2022.

  • D.B. Root & Company reported no remaining iShares US Real Estate ETF position as of Q1 2022 after selling out during the quarter.
  • D.B. Root & Company sold 1,778 iShares US Real Estate ETF shares in Q1 2022, an estimated $206K.
  • D.B. Root & Company first reported a position in iShares US Real Estate ETF in Q4 2017 and held it in 11 quarters.
  • D.B. Root & Company's iShares US Real Estate ETF position peaked at $1.39M in Q4 2017.
  • 545 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2022.

Based on D.B. Root & Company's 13F filing for Q1 2022, filed 6 May 2022.