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Eaton Vance Management’s iShares US Real Estate ETF IYR Stock Holding History

Eaton Vance 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
2022
Q3 		$312K Sell
3,827
-162
-4% -$15.3K ﹤0.01% 1421
2022
Q2 		$367K Hold
3,989
– – ﹤0.01% 1423
2022
Q1 		$432K Hold
3,989
– – ﹤0.01% 1552
2021
Q4 		$463K Sell
3,989
-285
-7% -$31.2K ﹤0.01% 1348
2021
Q3 		$438K Sell
4,274
-46
-1% -$4.89K ﹤0.01% 1237
2021
Q2 		$440K Sell
4,320
-1,958
-31% -$194K ﹤0.01% 1370
2021
Q1 		$577K Buy
6,278
+1,422
+29% +$125K ﹤0.01% 1252
2020
Q4 		$416K Sell
4,856
-404
-8% -$33.6K ﹤0.01% 1257
2020
Q3 		$420K Sell
5,260
-3,127
-37% -$253K ﹤0.01% 1157
2020
Q2 		$661K Buy
8,387
+1,438
+21% +$109K ﹤0.01% 1058
2020
Q1 		$483K Sell
6,949
-943
-12% -$83.5K ﹤0.01% 1072
2019
Q4 		$735K Buy
7,892
+1,024
+15% +$94.9K ﹤0.01% 1063
2019
Q3 		$642K Sell
6,868
-98
-1% -$8.93K ﹤0.01% 1068
2019
Q2 		$608K Sell
6,966
-1,052
-13% -$92.1K ﹤0.01% 1067
2019
Q1 		$698K Sell
8,018
-471
-6% -$38.9K ﹤0.01% 1000
2018
Q4 		$636K Buy
8,489
+3,390
+66% +$266K ﹤0.01% 950
2018
Q3 		$408K Hold
5,099
– – ﹤0.01% 1064
2018
Q2 		$411K Buy
5,099
+248
+5% +$19.1K ﹤0.01% 1041
2018
Q1 		$366K Buy
4,851
+1,731
+55% +$131K ﹤0.01% 998
2017
Q4 		$253K Sell
3,120
-953
-23% -$77.4K ﹤0.01% 1078
2017
Q3 		$325K Buy
+4,073
New +$327K ﹤0.01% 1015

Other funds holding IYR

CWM
CIBC World Markets New York $20.8B AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Eaton Vance Management's IYR Position: Q3 2022 in Review

Eaton Vance Management reduced its iShares US Real Estate ETF (IYR) stake by 4.1% in Q3 2022, selling an estimated $15.3K and leaving 3,827 shares worth $312K. The position accounts for ﹤0.01% of the portfolio, ranked #1421.

Eaton Vance Management first reported a position in IYR in Q3 2017 and has held it in 21 quarters since. The position peaked at $735K in Q4 2019. 498 funds tracked by Wall St. Rank hold IYR as of Q3 2022.

  • Eaton Vance Management held 3,827 shares of iShares US Real Estate ETF worth $312K as of Q3 2022.
  • Eaton Vance Management sold 162 iShares US Real Estate ETF shares in Q3 2022, an estimated $15.3K.
  • iShares US Real Estate ETF made up ﹤0.01% of Eaton Vance Management's portfolio in Q3 2022, its #1421 holding.
  • Eaton Vance Management first reported a position in iShares US Real Estate ETF in Q3 2017 and has held it in 21 quarters since.
  • Eaton Vance Management's iShares US Real Estate ETF position peaked at $735K in Q4 2019.
  • 498 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2022.

Based on Eaton Vance Management's 13F filing for Q3 2022, filed 14 Nov 2022.