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Financial Advantage’s iShares US Real Estate ETF IYR Stock Holding History

Financial Advantage’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
2021
Q2 		– Sell
-105
Closed -$9K – 120
2021
Q1 		$9K Buy
+105
New +$9.21K 0.01% 112

Other funds holding IYR

Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CWM
CIBC World Markets New York $20.8B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 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
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.53B AUM 37.62% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Financial Advantage's IYR Position: Q2 2021 in Review

Financial Advantage sold out of iShares US Real Estate ETF (IYR) in Q2 2021, closing a stake of 105 shares — an estimated $9K sold.

Financial Advantage first reported a position in IYR in Q1 2021 and held it in 1 quarter. The position peaked at $9K in Q1 2021. 470 funds tracked by Wall St. Rank hold IYR as of Q2 2021.

  • Financial Advantage reported no remaining iShares US Real Estate ETF position as of Q2 2021 after selling out during the quarter.
  • Financial Advantage sold 105 iShares US Real Estate ETF shares in Q2 2021, an estimated $9K.
  • Financial Advantage first reported a position in iShares US Real Estate ETF in Q1 2021 and held it in 1 quarter.
  • Financial Advantage's iShares US Real Estate ETF position peaked at $9K in Q1 2021.
  • 470 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2021.

Based on Financial Advantage's 13F filing for Q2 2021, filed 4 Aug 2021.