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FSA
Financial Services Advisory’s
iShares US Real Estate ETF
IYR
Stock Holding History
Financial Services Advisory’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
Q1
–
Sell
-92,619
Closed
-$8.87M
–
34
2021
Q4
$8.87M
Buy
92,619
+17,556
+23%
+$1.92M
2.83%
12
2021
Q3
$7.69M
Buy
+75,063
New
+$7.99M
2.61%
12
2020
Q1
–
Sell
-23,024
Closed
-$2.14M
–
18
2019
Q4
$2.14M
Sell
23,024
-21,062
-48%
-$1.95M
0.89%
25
2019
Q3
$4.12M
Sell
44,086
-2,581
-6%
-$235K
2.73%
13
2019
Q2
$4.07M
Sell
46,667
-1,141
-2%
-$99.9K
2.65%
15
2019
Q1
$4.16M
Buy
47,808
+18,528
+63%
+$1.53M
3.59%
12
2018
Q4
$2.19M
Sell
29,280
-26,691
-48%
-$2.1M
13.65%
4
2018
Q3
$4.48M
Buy
+55,971
New
+$4.56M
2.99%
11
Other funds holding IYR
CWM
CIBC World Markets
New York
$19.9B AUM
Barclays
London, United Kingdom
$280B AUM
33.63%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
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
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
BNP Paribas Financial Markets
Paris, France
$152B AUM
31.61%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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