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Frontier Wealth Management’s iShares US Real Estate ETF IYR Stock Holding History

Frontier Wealth 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
2022
Q2 		$546K Sell
5,941
-210
-3% -$20.9K 0.04% 230
2022
Q1 		$667K Sell
6,151
-90
-1% -$9.5K 0.01% 213
2021
Q4 		$725K Sell
6,241
-135
-2% -$14.8K 0.05% 228
2021
Q3 		$653K Hold
6,376
– – 0.05% 238
2021
Q2 		$650K Sell
6,376
-135
-2% -$13.4K 0.05% 228
2021
Q1 		$599K Buy
+6,511
New +$571K 0.05% 215
2020
Q3 		– Sell
-9,816
Closed -$774K – 365
2020
Q2 		$774K Buy
+9,816
New +$744K 0.07% 169
2019
Q2 		– Sell
-13,487
Closed -$1.17M – 341
2019
Q1 		$1.17M Sell
13,487
-264
-2% -$21.8K 0.16% 137
2018
Q4 		$1.03M Buy
13,751
+1
+0% +$79 0.16% 140
2018
Q3 		$1.1M Sell
13,750
-157
-1% -$12.8K 0.11% 145
2018
Q2 		$1.12M Buy
13,907
+119
+0.9% +$9.17K 0.16% 137
2018
Q1 		$1.04M Buy
13,788
+1,135
+9% +$86.1K 0.15% 149
2017
Q4 		$1.02M Sell
12,653
-1,113
-8% -$90.4K 0.16% 139
2017
Q3 		$1.1M Sell
13,766
-6
-0% -$482 0.16% 148
2017
Q2 		$1.1M Sell
13,772
-18
-0.1% -$1.43K 0.17% 145
2017
Q1 		$1.08M Buy
13,790
+79
+0.6% +$6.17K 0.17% 146
2016
Q4 		$1.05M Sell
13,711
-197
-1% -$15K 0.17% 145
2016
Q3 		$1.12M Buy
13,908
+2
+0% +$166 0.17% 129
2016
Q2 		$1.15M Sell
13,906
-1,509
-10% -$118K 0.18% 122
2016
Q1 		$1.2M Buy
15,415
+215
+1% +$15.6K 0.1% 118
2015
Q4 		$1.14M Buy
15,200
+77
+0.5% +$5.75K 0.18% 118
2015
Q3 		$1.07M Buy
15,123
+1,011
+7% +$73.7K 0.17% 127
2015
Q2 		$1.01M Buy
14,112
+600
+4% +$45.5K 0.15% 132
2015
Q1 		$1.07M Buy
13,512
+280
+2% +$22.4K 0.17% 99
2014
Q4 		$1.02M Buy
+13,232
New +$989K 0.19% 86

Other funds holding IYR

Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CWM
CIBC World Markets New York $20.8B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Frontier Wealth Management's IYR Position: Q2 2022 in Review

Frontier Wealth Management reduced its iShares US Real Estate ETF (IYR) stake by 3.4% in Q2 2022, selling an estimated $20.9K and leaving 5,941 shares worth $546K. The position accounts for 0.04% of the portfolio, ranked #230.

Frontier Wealth Management first reported a position in IYR in Q4 2014 and has held it in 25 quarters since. The position peaked at $1.2M in Q1 2016. 521 funds tracked by Wall St. Rank hold IYR as of Q2 2022.

  • Frontier Wealth Management held 5,941 shares of iShares US Real Estate ETF worth $546K as of Q2 2022.
  • Frontier Wealth Management sold 210 iShares US Real Estate ETF shares in Q2 2022, an estimated $20.9K.
  • iShares US Real Estate ETF made up 0.04% of Frontier Wealth Management's portfolio in Q2 2022, its #230 holding.
  • Frontier Wealth Management first reported a position in iShares US Real Estate ETF in Q4 2014 and has held it in 25 quarters since.
  • Frontier Wealth Management's iShares US Real Estate ETF position peaked at $1.2M in Q1 2016.
  • 521 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2022.

Based on Frontier Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.