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Insight 2811 Inc’s iShares US Real Estate ETF IYR Stock Holding History

Insight 2811 Inc’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
Q2 		– Sell
-11,898
Closed -$1.29M – 87
2022
Q1 		$1.29M Sell
11,898
-202
-2% -$21.3K 0.76% 15
2021
Q4 		$1.41M Sell
12,100
-257
-2% -$28.2K 0.8% 17
2021
Q3 		$1.26M Buy
12,357
+489
+4% +$52K 0.75% 15
2021
Q2 		$1.21M Sell
11,868
-65
-0.5% -$6.45K 0.68% 16
2021
Q1 		$1.1M Buy
11,933
+1,167
+11% +$102K 0.64% 15
2020
Q4 		$922K Buy
+10,766
New +$896K 0.54% 17
2018
Q4 		– Sell
-8,251
Closed -$660K – 91
2018
Q3 		$660K Buy
+8,251
New +$673K 0.45% 47
2017
Q3 		– Sell
-10,532
Closed -$840K – 77
2017
Q2 		$840K Sell
10,532
-1,618
-13% -$129K 0.64% 29
2017
Q1 		$954K Buy
+12,150
New +$948K 0.73% 24
2016
Q3 		– Sell
-18,738
Closed -$1.54M – 93
2016
Q2 		$1.54M Buy
+18,738
New +$1.47M 0.59% 26
2015
Q2 		– Sell
-34,253
Closed -$2.72M – 111
2015
Q1 		$2.72M Sell
34,253
-1,663
-5% -$133K 1.28% 11
2014
Q4 		$2.76M Buy
+35,916
New +$2.69M 1.35% 13

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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Insight 2811 Inc's IYR Position: Q2 2022 in Review

Insight 2811 Inc sold out of iShares US Real Estate ETF (IYR) in Q2 2022, closing a stake of 11,898 shares — an estimated $1.29M sold.

Insight 2811 Inc first reported a position in IYR in Q4 2014 and held it in 12 quarters. The position peaked at $2.76M in Q4 2014. 521 funds tracked by Wall St. Rank hold IYR as of Q2 2022.

  • Insight 2811 Inc reported no remaining iShares US Real Estate ETF position as of Q2 2022 after selling out during the quarter.
  • Insight 2811 Inc sold 11,898 iShares US Real Estate ETF shares in Q2 2022, an estimated $1.29M.
  • Insight 2811 Inc first reported a position in iShares US Real Estate ETF in Q4 2014 and held it in 12 quarters.
  • Insight 2811 Inc's iShares US Real Estate ETF position peaked at $2.76M in Q4 2014.
  • 521 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2022.

Based on Insight 2811 Inc's 13F filing for Q2 2022, filed 9 Aug 2022.