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Hanson & Doremus Investment Management’s iShares US Real Estate ETF IYR Stock Holding History

Hanson & Doremus 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
2022
Q3 		– Sell
-40
Closed -$4K – 525
2022
Q2 		$4K Hold
40
– – ﹤0.01% 498
2022
Q1 		$4K Sell
40
-18
-31% -$1.9K ﹤0.01% 492
2021
Q4 		$7K Sell
58
-9
-13% -$986 ﹤0.01% 436
2021
Q3 		$7K Sell
67
-83
-55% -$8.83K ﹤0.01% 420
2021
Q2 		$12K Buy
150
+83
+124% +$8.24K ﹤0.01% 359
2021
Q1 		$6K Sell
67
-83
-55% -$7.28K ﹤0.01% 426
2020
Q4 		$13K Hold
150
– – ﹤0.01% 378
2020
Q3 		$12K Buy
+150
New +$12.1K ﹤0.01% 359
2017
Q3 		– Sell
-346
Closed -$28K – 496
2017
Q2 		$28K Sell
346
-125
-27% -$9.94K 0.01% 336
2017
Q1 		$37K Hold
471
– – 0.01% 292
2016
Q4 		$36.2K Buy
+471
New +$35.8K 0.02% 283

Other funds holding IYR

CWM
CIBC World Markets New York $20.8B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $12.8B AUM 19.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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

Hanson & Doremus Investment Management's IYR Position: Q3 2022 in Review

Hanson & Doremus Investment Management sold out of iShares US Real Estate ETF (IYR) in Q3 2022, closing a stake of 40 shares — an estimated $4K sold.

Hanson & Doremus Investment Management first reported a position in IYR in Q4 2016 and held it in 11 quarters. The position peaked at $37K in Q1 2017. 498 funds tracked by Wall St. Rank hold IYR as of Q3 2022.

  • Hanson & Doremus Investment Management reported no remaining iShares US Real Estate ETF position as of Q3 2022 after selling out during the quarter.
  • Hanson & Doremus Investment Management sold 40 iShares US Real Estate ETF shares in Q3 2022, an estimated $4K.
  • Hanson & Doremus Investment Management first reported a position in iShares US Real Estate ETF in Q4 2016 and held it in 11 quarters.
  • Hanson & Doremus Investment Management's iShares US Real Estate ETF position peaked at $37K in Q1 2017.
  • 498 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2022.

Based on Hanson & Doremus Investment Management's 13F filing for Q3 2022, filed 20 Oct 2022.