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

Founders Financial Securities’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
Q2 		– Sell
-6,707
Closed -$726K – 284
2022
Q1 		$726K Buy
6,707
+603
+10% +$63.6K 0.13% 143
2021
Q4 		$709K Sell
6,104
-274
-4% -$30K 0.13% 133
2021
Q3 		$653K Buy
+6,378
New +$679K 0.13% 139
2020
Q1 		– Sell
-3,798
Closed -$354K – 147
2019
Q4 		$354K Buy
+3,798
New +$352K 0.12% 90

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
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
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Founders Financial Securities's IYR Position: Q2 2022 in Review

Founders Financial Securities sold out of iShares US Real Estate ETF (IYR) in Q2 2022, closing a stake of 6,707 shares — an estimated $726K sold.

Founders Financial Securities first reported a position in IYR in Q4 2019 and held it in 4 quarters. The position peaked at $726K in Q1 2022. 521 funds tracked by Wall St. Rank hold IYR as of Q2 2022.

  • Founders Financial Securities reported no remaining iShares US Real Estate ETF position as of Q2 2022 after selling out during the quarter.
  • Founders Financial Securities sold 6,707 iShares US Real Estate ETF shares in Q2 2022, an estimated $726K.
  • Founders Financial Securities first reported a position in iShares US Real Estate ETF in Q4 2019 and held it in 4 quarters.
  • Founders Financial Securities's iShares US Real Estate ETF position peaked at $726K in Q1 2022.
  • 521 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2022.

Based on Founders Financial Securities's 13F filing for Q2 2022, filed 27 Jul 2022.