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Ergoteles’s iShares US Real Estate ETF IYR Stock Holding History

Ergoteles’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
Q2 		– Sell
-31,798
Closed -$2.7M – 1257
2023
Q1 		$2.7M Sell
31,798
-301,482
-90% -$26.4M 0.11% 194
2022
Q4 		$28.1M Buy
333,280
+278,782
+512% +$23.4M 1.03% 9
2022
Q3 		$4.44M Buy
+54,498
New +$5.16M 0.16% 142
2022
Q1 		– Sell
-21,296
Closed -$2.47M – 1425
2021
Q4 		$2.47M Buy
+21,296
New +$2.33M 0.1% 220
2021
Q3 		– Sell
-15,998
Closed -$1.63M – 1448
2021
Q2 		$1.63M Sell
15,998
-6,703
-30% -$665K 0.04% 396
2021
Q1 		$2.09M Buy
+22,701
New +$1.99M 0.06% 276

Other funds holding IYR

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
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Ergoteles's IYR Position: Q2 2023 in Review

Ergoteles sold out of iShares US Real Estate ETF (IYR) in Q2 2023, closing a stake of 31,798 shares — an estimated $2.7M sold.

Ergoteles first reported a position in IYR in Q1 2021 and held it in 6 quarters. The position peaked at $28.1M in Q4 2022. 481 funds tracked by Wall St. Rank hold IYR as of Q2 2023.

  • Ergoteles reported no remaining iShares US Real Estate ETF position as of Q2 2023 after selling out during the quarter.
  • Ergoteles sold 31,798 iShares US Real Estate ETF shares in Q2 2023, an estimated $2.7M.
  • Ergoteles first reported a position in iShares US Real Estate ETF in Q1 2021 and held it in 6 quarters.
  • Ergoteles's iShares US Real Estate ETF position peaked at $28.1M in Q4 2022.
  • 481 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2023.

Based on Ergoteles's 13F filing for Q2 2023, filed 14 Aug 2023.