HVM
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Harvest Volatility Management’s iShares US Real Estate ETF IYR Stock Holding History

Harvest Volatility 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
Q1 		– Sell
-136,652
Closed -$15.9M – 143
2021
Q4 		$15.9M Sell
136,652
-159,850
-54% -$17.5M 1.49% 5
2021
Q3 		$30.4M Buy
+296,502
New +$31.6M 1.42% 9
2021
Q1 		– Sell
-136,626
Closed -$11.7M – 127
2020
Q4 		$11.7M Buy
+136,626
New +$11.4M 1.37% 7

Other funds holding IYR

CWM
CIBC World Markets New York $19.9B AUM
Barclays
Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return