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Institutional & Family Asset Management’s iShares US Real Estate ETF IYR Stock Holding History

Institutional & Family Asset 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
2024
Q2 		$10.1M Buy
114,844
+4,630
+4% +$397K 1.54% 15
2024
Q1 		$9.91M Buy
110,214
+58,850
+115% +$5.2M 1.58% 11
2023
Q4 		$4.7M Sell
51,364
-64,287
-56% -$5.26M 0.77% 32
2023
Q3 		$9.04M Buy
115,651
+2,784
+2% +$237K 1.48% 12
2023
Q2 		$9.77M Buy
112,867
+8,026
+8% +$674K 1.59% 12
2023
Q1 		$8.9M Sell
104,841
-1,226
-1% -$107K 1.47% 11
2022
Q4 		$8.93M Buy
106,067
+7,519
+8% +$631K 1.48% 11
2022
Q3 		$8.02M Sell
98,548
-400
-0.4% -$37.9K 1.42% 12
2022
Q2 		$9.1M Buy
98,948
+173
+0.2% +$17.2K 1.57% 10
2022
Q1 		$10.7M Buy
98,775
+5,155
+6% +$544K 1.67% 10
2021
Q4 		$10.9M Sell
93,620
-10,557
-10% -$1.16M 1.69% 10
2021
Q3 		$10.7M Sell
104,177
-1,597
-2% -$170K 1.71% 11
2021
Q2 		$10.8M Buy
105,774
+96,852
+1,086% +$9.61M 1.78% 11
2021
Q1 		$820K Sell
8,922
-98,526
-92% -$8.65M 0.16% 99
2020
Q4 		$9.2M Buy
107,448
+6,683
+7% +$556K 1.93% 10
2020
Q3 		$8.04M Buy
100,765
+9,105
+10% +$735K 1.87% 7
2020
Q2 		$7.22M Sell
91,660
-1,527
-2% -$116K 1.5% 10
2020
Q1 		$6.48M Buy
93,187
+3,639
+4% +$322K 1.49% 11
2019
Q4 		$8.34M Buy
89,548
+30,269
+51% +$2.81M 1.76% 9
2019
Q3 		$5.54M Buy
59,279
+15,783
+36% +$1.44M 1.22% 14
2019
Q2 		$3.8M Sell
43,496
-54,945
-56% -$4.81M 0.82% 33
2019
Q1 		$8.57M Sell
98,441
-8,430
-8% -$697K 1.8% 8
2018
Q4 		$8.01M Sell
106,871
-18,863
-15% -$1.48M 1.8% 10
2018
Q3 		$10.1M Sell
125,734
-1,146
-0.9% -$93.4K 1.99% 7
2018
Q2 		$10.2M Sell
126,880
-5,063
-4% -$390K 2.13% 7
2018
Q1 		$9.96M Sell
131,943
-27,678
-17% -$2.1M 2.11% 6
2017
Q4 		$12.9M Buy
159,621
+9,558
+6% +$776K 2.48% 4
2017
Q3 		$12M Sell
150,063
-8,164
-5% -$656K 2.41% 4
2017
Q2 		$12.6M Buy
158,227
+8,307
+6% +$661K 3.09% 4
2017
Q1 		$11.8M Sell
149,920
-455
-0.3% -$35.5K 3.66% 4
2016
Q4 		$11.6M Buy
150,375
+32,829
+28% +$2.49M 3.65% 4
2016
Q3 		$9.48M Buy
117,546
+3,356
+3% +$278K 3.15% 5
2016
Q2 		$9.41M Sell
114,190
-33,442
-23% -$2.62M 3.27% 4
2016
Q1 		$11.1M Sell
147,632
-394
-0.3% -$28.6K 4.14% 2
2015
Q4 		$11.1M Buy
+148,026
New +$11.1M 4.15% 2

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

Institutional & Family Asset Management's IYR Position: Q2 2024 in Review

Institutional & Family Asset Management increased its iShares US Real Estate ETF (IYR) stake by 4.2% in Q2 2024, buying an estimated $397K and bringing the position to 114,844 shares worth $10.1M. The position accounts for 1.54% of the portfolio, ranked #15.

Institutional & Family Asset Management first reported a position in IYR in Q4 2015 and has held it in 35 quarters since. The position peaked at $12.9M in Q4 2017. 463 funds tracked by Wall St. Rank hold IYR as of Q2 2024.

  • Institutional & Family Asset Management held 114,844 shares of iShares US Real Estate ETF worth $10.1M as of Q2 2024.
  • Institutional & Family Asset Management bought 4,630 iShares US Real Estate ETF shares in Q2 2024, an estimated $397K.
  • iShares US Real Estate ETF made up 1.54% of Institutional & Family Asset Management's portfolio in Q2 2024, its #15 holding.
  • Institutional & Family Asset Management first reported a position in iShares US Real Estate ETF in Q4 2015 and has held it in 35 quarters since.
  • Institutional & Family Asset Management's iShares US Real Estate ETF position peaked at $12.9M in Q4 2017.
  • 463 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.