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FMA Advisory’s iShares US Real Estate ETF IYR Stock Holding History

FMA 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
2021
Q3 		$733K Sell
7,157
-88
-1% -$9.36K 0.27% 92
2021
Q2 		$739K Sell
7,245
-920
-11% -$91.3K 0.27% 89
2021
Q1 		$751K Sell
8,165
-92
-1% -$8.07K 0.23% 108
2020
Q4 		$707K Sell
8,257
-352
-4% -$29.3K 0.24% 106
2020
Q3 		$687K Sell
8,609
-240
-3% -$19.4K 0.27% 95
2020
Q2 		$697K Sell
8,849
-150
-2% -$11.4K 0.31% 87
2020
Q1 		$626K Sell
8,999
-214
-2% -$18.9K 0.34% 81
2019
Q4 		$858K Sell
9,213
-301
-3% -$27.9K 0.34% 81
2019
Q3 		$890K Buy
9,514
+129
+1% +$11.7K 0.39% 76
2019
Q2 		$819K Sell
9,385
-55
-0.6% -$4.82K 0.36% 79
2019
Q1 		$822K Sell
9,440
-15
-0.2% -$1.24K 0.38% 79
2018
Q4 		$709K Buy
9,455
+60
+0.6% +$4.71K 0.37% 76
2018
Q3 		$752K Buy
9,395
+39
+0.4% +$3.18K 0.34% 82
2018
Q2 		$754K Sell
9,356
-22
-0.2% -$1.7K 0.35% 80
2018
Q1 		$708K Sell
9,378
-328
-3% -$24.9K 0.34% 87
2017
Q4 		$786K Buy
9,706
+1,184
+14% +$96.1K 0.37% 83
2017
Q3 		$680K Sell
8,522
-423
-5% -$34K 0.4% 76
2017
Q2 		$713 Buy
8,945
+587
+7% +$46.7K 0.37% 62
2017
Q1 		$656K Buy
+8,358
New +$652K 0.33% 85
2015
Q2 		$311K Buy
+4,360
New +$331K 0.19% 103

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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 $12.8B AUM 19.73% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

FMA Advisory's IYR Position: Q3 2021 in Review

FMA Advisory reduced its iShares US Real Estate ETF (IYR) stake by 1.2% in Q3 2021, selling an estimated $9.36K and leaving 7,157 shares worth $733K. The position accounts for 0.27% of the portfolio, ranked #92.

FMA Advisory first reported a position in IYR in Q2 2015 and has held it in 20 quarters since. The position peaked at $890K in Q3 2019. 502 funds tracked by Wall St. Rank hold IYR as of Q3 2021.

  • FMA Advisory held 7,157 shares of iShares US Real Estate ETF worth $733K as of Q3 2021.
  • FMA Advisory sold 88 iShares US Real Estate ETF shares in Q3 2021, an estimated $9.36K.
  • iShares US Real Estate ETF made up 0.27% of FMA Advisory's portfolio in Q3 2021, its #92 holding.
  • FMA Advisory first reported a position in iShares US Real Estate ETF in Q2 2015 and has held it in 20 quarters since.
  • FMA Advisory's iShares US Real Estate ETF position peaked at $890K in Q3 2019.
  • 502 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2021.

Based on FMA Advisory's 13F filing for Q3 2021, filed 15 Nov 2021.