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IndexIQ Advisors’s iShares US Real Estate ETF IYR Stock Holding History

IndexIQ Advisors’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
Q1 		– Sell
-1,681
Closed -$144K – 1225
2020
Q4 		$144K Sell
1,681
-3,487
-67% -$290K 0.01% 983
2020
Q3 		$413K Buy
5,168
+688
+15% +$55.6K 0.02% 313
2020
Q2 		$353K Buy
4,480
+37
+0.8% +$2.8K 0.02% 294
2020
Q1 		$309K Sell
4,443
-835
-16% -$73.9K 0.01% 252
2019
Q4 		$491K Buy
5,278
+4,853
+1,142% +$450K 0.02% 435
2019
Q3 		$40K Buy
+425
New +$38.7K ﹤0.01% 552
2019
Q2 		– Sell
-2,813
Closed -$245K – 578
2019
Q1 		$245K Buy
+2,813
New +$233K 0.01% 529
2018
Q1 		– Sell
-16
Closed -$1K – 617
2017
Q4 		$1K Sell
16
-2,108
-99% -$171K ﹤0.01% 591
2017
Q3 		$170K Buy
+2,124
New +$171K 0.01% 454
2017
Q2 		– Sell
-3,757
Closed -$295K – 576
2017
Q1 		$295K Buy
3,757
+611
+19% +$47.7K 0.02% 232
2016
Q4 		$242K Buy
3,146
+1,225
+64% +$93.1K 0.01% 245
2016
Q3 		$155K Buy
1,921
+846
+79% +$70K 0.01% 223
2016
Q2 		$88K Sell
1,075
-653
-38% -$51.2K 0.01% 237
2016
Q1 		$135K Sell
1,728
-618
-26% -$44.8K 0.01% 203
2015
Q4 		$176K Sell
2,346
-16,673
-88% -$1.25M 0.01% 185
2015
Q3 		$1.35M Sell
19,019
-23,732
-56% -$1.73M 0.09% 95
2015
Q2 		$3.05M Buy
42,751
+9,208
+27% +$698K 0.19% 44
2015
Q1 		$2.66M Sell
33,543
-12,542
-27% -$1M 0.17% 55
2014
Q4 		$3.54M Buy
46,085
+9,716
+27% +$727K 0.23% 42
2014
Q3 		$2.52M Sell
36,369
-9,056
-20% -$656K 0.19% 42
2014
Q2 		$3.26M Buy
45,425
+42,226
+1,320% +$2.97M 0.26% 34
2014
Q1 		$216K Sell
3,199
-1,872
-37% -$124K 0.02% 171
2013
Q4 		$320K Sell
5,071
-9,820
-66% -$632K 0.03% 126
2013
Q3 		$949K Sell
14,891
-1,394
-9% -$91.1K 0.11% 60
2013
Q2 		$1.08M Buy
+16,285
New +$1.15M 0.14% 65

Other funds holding IYR

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
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

IndexIQ Advisors's IYR Position: Q1 2021 in Review

IndexIQ Advisors sold out of iShares US Real Estate ETF (IYR) in Q1 2021, closing a stake of 1,681 shares — an estimated $144K sold.

IndexIQ Advisors first reported a position in IYR in Q2 2013 and held it in 25 quarters. The position peaked at $3.54M in Q4 2014. 436 funds tracked by Wall St. Rank hold IYR as of Q1 2021.

  • IndexIQ Advisors reported no remaining iShares US Real Estate ETF position as of Q1 2021 after selling out during the quarter.
  • IndexIQ Advisors sold 1,681 iShares US Real Estate ETF shares in Q1 2021, an estimated $144K.
  • IndexIQ Advisors first reported a position in iShares US Real Estate ETF in Q2 2013 and held it in 25 quarters.
  • IndexIQ Advisors's iShares US Real Estate ETF position peaked at $3.54M in Q4 2014.
  • 436 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2021.

Based on IndexIQ Advisors's 13F filing for Q1 2021, filed 7 May 2021.