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HoyleCohen’s iShares US Real Estate ETF IYR Stock Holding History

HoyleCohen’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
2024
Q2 		$933K Sell
10,629
-1,620
-13% -$139K 0.07% 146
2024
Q1 		$1.1M Sell
12,249
-765
-6% -$67.6K 0.08% 142
2023
Q4 		$1.19M Sell
13,014
-785
-6% -$64.3K 0.1% 138
2023
Q3 		$1.08M Sell
13,799
-1,250
-8% -$107K 0.1% 132
2023
Q2 		$1.3M Sell
15,049
-1,385
-8% -$116K 0.11% 128
2023
Q1 		$1.4M Sell
16,434
-892
-5% -$78K 0.13% 122
2022
Q4 		$1.46M Buy
17,326
+200
+1% +$16.8K 0.15% 119
2022
Q3 		$1.39M Sell
17,126
-40
-0.2% -$3.79K 0.15% 117
2022
Q2 		$1.58M Sell
17,166
-200
-1% -$19.9K 0.16% 113
2022
Q1 		$1.88M Sell
17,366
-175
-1% -$18.5K 0.16% 112
2021
Q4 		$2.04M Buy
17,541
+20
+0.1% +$2.19K 0.17% 112
2021
Q3 		$1.79M Buy
17,521
+387
+2% +$41.2K 0.17% 113
2021
Q2 		$1.75K Sell
17,134
-140
-0.8% -$13.9K 0.14% 115
2021
Q1 		$1.59M Buy
17,274
+540
+3% +$47.4K 0.16% 117
2020
Q4 		$1.43M Buy
16,734
+50
+0.3% +$4.16K 0.17% 114
2020
Q3 		$1.33M Sell
16,684
-330
-2% -$26.7K 0.2% 97
2020
Q2 		$1.34M Sell
17,014
-75
-0.4% -$5.68K 0.22% 89
2020
Q1 		$1.19M Buy
17,089
+10
+0.1% +$885 0.24% 87
2019
Q4 		$1.59M Sell
17,079
-40
-0.2% -$3.71K 0.25% 86
2019
Q3 		$1.6M Sell
17,119
-115
-0.7% -$10.5K 0.27% 83
2019
Q2 		$1.5M Sell
17,234
-380
-2% -$33.3K 0.26% 85
2019
Q1 		$1.53M Sell
17,614
-975
-5% -$80.6K 0.27% 81
2018
Q4 		$1.39M Sell
18,589
-278
-1% -$21.8K 0.28% 77
2018
Q3 		$1.51M Sell
18,867
-99
-0.5% -$8.07K 0.28% 77
2018
Q2 		$1.53M Sell
18,966
-340
-2% -$26.2K 0.31% 74
2018
Q1 		$1.46M Sell
19,306
-104
-0.5% -$7.89K 0.3% 74
2017
Q4 		$1.57M Buy
+19,410
New +$1.58M 0.31% 73

Other funds holding IYR

BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

HoyleCohen's IYR Position: Q2 2024 in Review

HoyleCohen reduced its iShares US Real Estate ETF (IYR) stake by 13% in Q2 2024, selling an estimated $139K and leaving 10,629 shares worth $933K. The position accounts for 0.07% of the portfolio, ranked #146.

HoyleCohen first reported a position in IYR in Q4 2017 and has held it in 27 quarters since. The position peaked at $2.04M in Q4 2021. 463 funds tracked by Wall St. Rank hold IYR as of Q2 2024.

  • HoyleCohen held 10,629 shares of iShares US Real Estate ETF worth $933K as of Q2 2024.
  • HoyleCohen sold 1,620 iShares US Real Estate ETF shares in Q2 2024, an estimated $139K.
  • iShares US Real Estate ETF made up 0.07% of HoyleCohen's portfolio in Q2 2024, its #146 holding.
  • HoyleCohen first reported a position in iShares US Real Estate ETF in Q4 2017 and has held it in 27 quarters since.
  • HoyleCohen's iShares US Real Estate ETF position peaked at $2.04M in Q4 2021.
  • 463 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2024.

Based on HoyleCohen's 13F filing for Q2 2024, filed 19 Jul 2024.