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IYR icon

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

ETFidea’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
Q3 		$821K Sell
8,059
-176
-2% -$17K 0.26% 57
2024
Q2 		$723K Sell
8,235
-250
-3% -$21.4K 0.24% 61
2024
Q1 		$763K Sell
8,485
-75
-0.9% -$6.63K 0.26% 59
2023
Q4 		$782K Buy
8,560
+4,464
+109% +$365K 0.29% 53
2023
Q3 		$320K Hold
4,096
– – 0.14% 86
2023
Q2 		$354K Sell
4,096
-226
-5% -$19K 0.14% 82
2023
Q1 		$367K Sell
4,322
-110
-2% -$9.62K 0.16% 80
2022
Q4 		$373K Buy
4,432
+71
+2% +$5.96K 0.17% 78
2022
Q3 		$355K Hold
4,361
– – 0.18% 75
2022
Q2 		$401K Buy
4,361
+61
+1% +$6.08K 0.2% 75
2022
Q1 		$465K Hold
4,300
– – 0.2% 73
2021
Q4 		$499K Buy
+4,300
New +$471K 0.2% 72

Other funds holding IYR

Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
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
CWM
CIBC World Markets New York $20.8B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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

ETFidea's IYR Position: Q3 2024 in Review

ETFidea reduced its iShares US Real Estate ETF (IYR) stake by 2.1% in Q3 2024, selling an estimated $17K and leaving 8,059 shares worth $821K. The position accounts for 0.26% of the portfolio, ranked #57.

ETFidea first reported a position in IYR in Q4 2021 and has held it in 12 quarters since. 501 funds tracked by Wall St. Rank hold IYR as of Q3 2024.

  • ETFidea held 8,059 shares of iShares US Real Estate ETF worth $821K as of Q3 2024.
  • ETFidea sold 176 iShares US Real Estate ETF shares in Q3 2024, an estimated $17K.
  • iShares US Real Estate ETF made up 0.26% of ETFidea's portfolio in Q3 2024, its #57 holding.
  • ETFidea first reported a position in iShares US Real Estate ETF in Q4 2021 and has held it in 12 quarters since.
  • 501 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2024.

Based on ETFidea's 13F filing for Q3 2024, filed 8 Nov 2024.