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Disciplined Investments’s iShares US Real Estate ETF IYR Stock Holding History

Disciplined Investments’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
2023
Q3 		– Sell
-950
Closed -$82.2K – 827
2023
Q2 		$82.2K Sell
950
-351
-27% -$29.5K 0.04% 166
2023
Q1 		$110K Hold
1,301
– – 0.05% 159
2022
Q4 		$110K Hold
1,301
– – 0.05% 136
2022
Q3 		$106K Hold
1,301
– – 0.05% 156
2022
Q2 		$120K Hold
1,301
– – 0.05% 152
2022
Q1 		$141K Sell
1,301
-28
-2% -$2.96K 0.06% 143
2021
Q4 		$154K Sell
1,329
-225
-14% -$24.6K 0.07% 123
2021
Q3 		$159K Hold
1,554
– – 0.08% 119
2021
Q2 		$158K Hold
1,554
– – 0.08% 120
2021
Q1 		$143K Buy
1,554
+17
+1% +$1.49K 0.08% 113
2020
Q4 		$132K Sell
1,537
-51
-3% -$4.25K 0.09% 99
2020
Q3 		$127K Sell
1,588
-52
-3% -$4.2K 0.09% 111
2020
Q2 		$129K Buy
1,640
+52
+3% +$3.94K 0.1% 107
2020
Q1 		$110K Sell
1,588
-252
-14% -$22.3K 0.1% 111
2019
Q4 		$171K Buy
+1,840
New +$171K 0.14% 92

Other funds holding IYR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Disciplined Investments's IYR Position: Q3 2023 in Review

Disciplined Investments sold out of iShares US Real Estate ETF (IYR) in Q3 2023, closing a stake of 950 shares — an estimated $82.2K sold.

Disciplined Investments first reported a position in IYR in Q4 2019 and held it in 15 quarters. The position peaked at $171K in Q4 2019. 458 funds tracked by Wall St. Rank hold IYR as of Q3 2023.

  • Disciplined Investments reported no remaining iShares US Real Estate ETF position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 950 iShares US Real Estate ETF shares in Q3 2023, an estimated $82.2K.
  • Disciplined Investments first reported a position in iShares US Real Estate ETF in Q4 2019 and held it in 15 quarters.
  • Disciplined Investments's iShares US Real Estate ETF position peaked at $171K in Q4 2019.
  • 458 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.