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IYR icon

F3Logic’s iShares US Real Estate ETF IYR Stock Holding History

F3Logic’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
Q4 		$500K Sell
5,938
-490
-8% -$41.1K 0.11% 112
2022
Q3 		$522K Sell
6,428
-1,991
-24% -$188K 0.11% 111
2022
Q2 		$774K Sell
8,419
-446
-5% -$44.5K 0.14% 100
2022
Q1 		$959K Sell
8,865
-708
-7% -$74.7K 0.14% 87
2021
Q4 		$1.11M Buy
9,573
+6,218
+185% +$681K 0.13% 113
2021
Q3 		$344K Buy
+3,355
New +$357K 0.05% 177

Other funds holding IYR

Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
CWM
CIBC World Markets New York $20.8B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

F3Logic's IYR Position: Q4 2022 in Review

F3Logic reduced its iShares US Real Estate ETF (IYR) stake by 7.6% in Q4 2022, selling an estimated $41.1K and leaving 5,938 shares worth $500K. The position accounts for 0.11% of the portfolio, ranked #112.

F3Logic first reported a position in IYR in Q3 2021 and has held it in 6 quarters since. The position peaked at $1.11M in Q4 2021. 513 funds tracked by Wall St. Rank hold IYR as of Q4 2022.

  • F3Logic held 5,938 shares of iShares US Real Estate ETF worth $500K as of Q4 2022.
  • F3Logic sold 490 iShares US Real Estate ETF shares in Q4 2022, an estimated $41.1K.
  • iShares US Real Estate ETF made up 0.11% of F3Logic's portfolio in Q4 2022, its #112 holding.
  • F3Logic first reported a position in iShares US Real Estate ETF in Q3 2021 and has held it in 6 quarters since.
  • F3Logic's iShares US Real Estate ETF position peaked at $1.11M in Q4 2021.
  • 513 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q4 2022.

Based on F3Logic's 13F filing for Q4 2022, filed 14 Feb 2023.