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Fusion Family Wealth’s iShares US Real Estate ETF IYR Stock Holding History

Fusion Family Wealth’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 		– Sell
-280
Closed -$26K – 76
2021
Q1 		$26K Hold
280
– – ﹤0.01% 66
2020
Q4 		$24K Hold
280
– – ﹤0.01% 65
2020
Q3 		$22K Hold
280
– – ﹤0.01% 68
2020
Q2 		$22K Sell
280
-18
-6% -$1.36K 0.01% 70
2020
Q1 		$21K Sell
298
-300
-50% -$26.6K 0.01% 76
2019
Q4 		$56K Hold
598
– – 0.01% 61
2019
Q3 		$56K Sell
598
-1,192
-67% -$109K 0.01% 60
2019
Q2 		$156K Buy
1,790
+1,000
+127% +$87.5K 0.04% 49
2019
Q1 		$69K Sell
790
-1,011
-56% -$83.6K 0.02% 57
2018
Q4 		$135K Sell
1,801
-60
-3% -$4.71K 0.04% 75
2018
Q3 		$149K Sell
1,861
-307
-14% -$25K 0.04% 68
2018
Q2 		$175K Sell
2,168
-164
-7% -$12.6K 0.05% 67
2018
Q1 		$176K Sell
2,332
-378
-14% -$28.7K 0.06% 57
2017
Q4 		$220K Sell
2,710
-323
-11% -$26.2K 0.05% 66
2017
Q3 		$242K Sell
3,033
-75
-2% -$6.02K 0.08% 45
2017
Q2 		$248K Sell
3,108
-330
-10% -$26.3K 0.08% 63
2017
Q1 		$270K Sell
3,438
-3,741
-52% -$292K 0.1% 61
2016
Q4 		$554K Buy
+7,179
New +$546K 0.33% 35

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

Fusion Family Wealth's IYR Position: Q2 2021 in Review

Fusion Family Wealth sold out of iShares US Real Estate ETF (IYR) in Q2 2021, closing a stake of 280 shares — an estimated $26K sold.

Fusion Family Wealth first reported a position in IYR in Q4 2016 and held it in 18 quarters. The position peaked at $554K in Q4 2016. 470 funds tracked by Wall St. Rank hold IYR as of Q2 2021.

  • Fusion Family Wealth reported no remaining iShares US Real Estate ETF position as of Q2 2021 after selling out during the quarter.
  • Fusion Family Wealth sold 280 iShares US Real Estate ETF shares in Q2 2021, an estimated $26K.
  • Fusion Family Wealth first reported a position in iShares US Real Estate ETF in Q4 2016 and held it in 18 quarters.
  • Fusion Family Wealth's iShares US Real Estate ETF position peaked at $554K in Q4 2016.
  • 470 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2021.

Based on Fusion Family Wealth's 13F filing for Q2 2021, filed 30 Jul 2021.