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Kalos Management’s iShares US Real Estate ETF IYR Stock Holding History

Kalos 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
2023
Q3 		– Sell
-484
Closed -$41.9K – 56
2023
Q2 		$41.9K Sell
484
-200
-29% -$16.8K 0.09% 69
2023
Q1 		$58.1K Sell
684
-470
-41% -$41.1K 0.12% 85
2022
Q4 		$97.2K Sell
1,154
-9,105
-89% -$765K 0.22% 52
2022
Q3 		$872K Sell
10,259
-2,122
-17% -$201K 2.15% 17
2022
Q2 		$1.17M Sell
12,381
-1,600
-11% -$160K 1.57% 17
2022
Q1 		$1.38M Sell
13,981
-9,723
-41% -$1.03M 0.94% 23
2021
Q4 		$2.61M Buy
23,704
+1,957
+9% +$214K 0.71% 25
2021
Q3 		$2.4M Sell
21,747
-430
-2% -$45.8K 0.68% 26
2021
Q2 		$2.36M Buy
+22,177
New +$2.2M 0.96% 18
2020
Q1 		– Sell
-34,649
Closed -$3.23M – 236
2019
Q4 		$3.23M Sell
34,649
-46,102
-57% -$4.27M 1.18% 21
2019
Q3 		$7.55M Buy
80,751
+15,191
+23% +$1.38M 3.01% 5
2019
Q2 		$5.72M Buy
65,560
+17,625
+37% +$1.54M 2.6% 9
2019
Q1 		$4.17M Sell
47,935
-8,026
-14% -$664K 2.7% 6
2018
Q4 		$4.69M Buy
55,961
+47,604
+570% +$3.74M 2.28% 7
2018
Q3 		$668K Sell
8,357
-5,524
-40% -$450K 0.36% 72
2018
Q2 		$1.05M Buy
13,881
+48
+0.3% +$3.7K 0.48% 56
2018
Q1 		$1.04M Buy
+13,833
New +$1.05M 0.62% 46
2017
Q4 		– Sell
-15,951
Closed -$1.27M – 214
2017
Q3 		$1.27M Buy
+15,951
New +$1.28M 0.82% 37
2016
Q4 		– Sell
-16,006
Closed -$1.29M – 140
2016
Q3 		$1.29M Buy
16,006
+13,338
+500% +$1.1M 1.1% 35
2016
Q2 		$220K Buy
+2,668
New +$209K 0.17% 137
2015
Q4 		– Hold
0
– – – 162

Other funds holding IYR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Kalos Management's IYR Position: Q3 2023 in Review

Kalos Management sold out of iShares US Real Estate ETF (IYR) in Q3 2023, closing a stake of 484 shares — an estimated $41.9K sold.

Kalos Management first reported a position in IYR in Q2 2016 and held it in 20 quarters. The position peaked at $7.55M in Q3 2019. 458 funds tracked by Wall St. Rank hold IYR as of Q3 2023.

  • Kalos Management reported no remaining iShares US Real Estate ETF position as of Q3 2023 after selling out during the quarter.
  • Kalos Management sold 484 iShares US Real Estate ETF shares in Q3 2023, an estimated $41.9K.
  • Kalos Management first reported a position in iShares US Real Estate ETF in Q2 2016 and held it in 20 quarters.
  • Kalos Management's iShares US Real Estate ETF position peaked at $7.55M in Q3 2019.
  • 458 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2023.

Based on Kalos Management's 13F filing for Q3 2023.