FIM
IYR icon

Freedom Investment Management’s iShares US Real Estate ETF IYR Stock Holding History

Freedom Investment Management’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
2023
Q3 		– Sell
-3,725
Closed -$322K – 719
2023
Q2 		$322K Sell
3,725
-11,423
-75% -$959K 0.04% 516
2023
Q1 		$1.29M Buy
+15,148
New +$1.33M 0.15% 184
2022
Q2 		– Sell
-14,905
Closed -$1.61M – 788
2022
Q1 		$1.61M Buy
+14,905
New +$1.57M 0.14% 182
2019
Q2 		– Sell
-5,798
Closed -$505K – 711
2019
Q1 		$505K Buy
5,798
+2,705
+87% +$224K 0.04% 382
2018
Q4 		$232K Buy
+3,093
New +$243K 0.02% 653
2016
Q3 		– Sell
-11,235
Closed -$926K – 920
2016
Q2 		$926K Buy
+11,235
New +$881K 0.06% 235
2016
Q1 		– Sell
-5,869
Closed -$441K – 859
2015
Q4 		$441K Buy
+5,869
New +$438K 0.03% 437
2015
Q2 		– Sell
-5,112
Closed -$405K – 697
2015
Q1 		$405K Buy
+5,112
New +$409K 0.04% 381
2013
Q3 		– Sell
-3,735
Closed -$248K – 396
2013
Q2 		$248K Buy
+3,735
New +$264K 0.08% 227

Other funds holding IYR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Freedom Investment Management's IYR Position: Q3 2023 in Review

Freedom Investment Management sold out of iShares US Real Estate ETF (IYR) in Q3 2023, closing a stake of 3,725 shares — an estimated $322K sold.

Freedom Investment Management first reported a position in IYR in Q2 2013 and held it in 9 quarters. The position peaked at $1.61M in Q1 2022. 458 funds tracked by Wall St. Rank hold IYR as of Q3 2023.

  • Freedom Investment Management reported no remaining iShares US Real Estate ETF position as of Q3 2023 after selling out during the quarter.
  • Freedom Investment Management sold 3,725 iShares US Real Estate ETF shares in Q3 2023, an estimated $322K.
  • Freedom Investment Management first reported a position in iShares US Real Estate ETF in Q2 2013 and held it in 9 quarters.
  • Freedom Investment Management's iShares US Real Estate ETF position peaked at $1.61M in Q1 2022.
  • 458 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2023.

Based on Freedom Investment Management's 13F filing for Q3 2023, filed 13 Nov 2023.