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FormulaFolio Investments’s iShares US Real Estate ETF IYR Stock Holding History

FormulaFolio Investments’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 		$191K Hold
1,877
– – 0.06% 89
2021
Q1 		$183K Sell
1,877
-5,944
-76% -$522K 0.06% 88
2020
Q4 		$670K Sell
7,821
-569
-7% -$47.4K 0.01% 392
2020
Q3 		$670K Buy
8,390
+2,145
+34% +$173K 0.03% 179
2020
Q2 		$492K Sell
6,245
-13,771
-69% -$1.04M 0.02% 189
2020
Q1 		$1.39M Sell
20,016
-39,443
-66% -$3.49M 0.07% 94
2019
Q4 		$5.53M Sell
59,459
-2,778
-4% -$258K 0.2% 70
2019
Q3 		$5.82M Sell
62,237
-9,047
-13% -$824K 0.22% 62
2019
Q2 		$6.22M Sell
71,284
-747
-1% -$65.4K 0.26% 56
2019
Q1 		$6.27M Sell
72,031
-20,523
-22% -$1.7M 0.27% 57
2018
Q4 		$7.41M Hold
92,554
– – 0.33% 42
2018
Q3 		$7.41M Buy
92,554
+89,214
+2,671% +$7.27M 0.33% 42
2018
Q2 		$269K Sell
3,340
-6
-0.2% -$462 0.01% 264
2018
Q1 		$253K Sell
3,346
-85,698
-96% -$6.5M 0.01% 238
2017
Q4 		$7.21M Buy
89,044
+11,807
+15% +$959K 0.47% 29
2017
Q3 		$6.17M Buy
+77,237
New +$6.2M 0.47% 25
2017
Q1 		– Sell
-83,396
Closed -$6.42M – 223
2016
Q4 		$6.42M Sell
83,396
-1,351
-2% -$103K 0.86% 14
2016
Q3 		$6.83M Buy
84,747
+1,565
+2% +$130K 1.01% 19
2016
Q2 		$6.85M Sell
83,182
-539,755
-87% -$42.3M 1.16% 19
2016
Q1 		$48.5M Buy
+622,937
New +$45.2M 8.4% 4
2015
Q4 		– Sell
-13,649
Closed -$968K – 117
2015
Q3 		$968K Buy
+13,649
New +$994K 0.31% 22
2015
Q2 		– Sell
-875,104
Closed -$69.4M – 124
2015
Q1 		$69.4M Buy
875,104
+405,052
+86% +$32.4M 21.43% 1
2014
Q4 		$36.1M Buy
+470,052
New +$35.1M 13.97% 2

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
CWM
CIBC World Markets New York $20.8B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 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 $11.5B AUM 18.72% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

FormulaFolio Investments's IYR Position: Q2 2021 in Review

FormulaFolio Investments held its iShares US Real Estate ETF (IYR) position steady in Q2 2021 at 1,877 shares worth $191K. The position accounts for 0.06% of the portfolio, ranked #89.

FormulaFolio Investments first reported a position in IYR in Q4 2014 and has held it in 23 quarters since. The position peaked at $69.4M in Q1 2015. 470 funds tracked by Wall St. Rank hold IYR as of Q2 2021.

  • FormulaFolio Investments held 1,877 shares of iShares US Real Estate ETF worth $191K as of Q2 2021.
  • FormulaFolio Investments left its iShares US Real Estate ETF share count unchanged in Q2 2021.
  • iShares US Real Estate ETF made up 0.06% of FormulaFolio Investments's portfolio in Q2 2021, its #89 holding.
  • FormulaFolio Investments first reported a position in iShares US Real Estate ETF in Q4 2014 and has held it in 23 quarters since.
  • FormulaFolio Investments's iShares US Real Estate ETF position peaked at $69.4M in Q1 2015.
  • 470 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2021.

Based on FormulaFolio Investments's 13F filing for Q2 2021, filed 28 Jul 2021.