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

Kennicott Capital 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
2022 Q2	–	Sell	-9,742	Closed	-$1.05M	–	43
2022 Q1	$1.05M	Hold	9,742	–	–	0.61%	22
2021 Q4	$1.13M	Hold	9,742	–	–	0.68%	23
2021 Q3	$997K	Hold	9,742	–	–	0.72%	26
2021 Q2	$993K	Buy	+9,742	New	+$967K	0.74%	27

Other funds holding IYR

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CWM

CIBC World Markets New York $20.8B AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Kennicott Capital Management's IYR Position: Q2 2022 in Review

Kennicott Capital Management sold out of iShares US Real Estate ETF (IYR) in Q2 2022, closing a stake of 9,742 shares — an estimated $1.05M sold.

Kennicott Capital Management first reported a position in IYR in Q2 2021 and held it in 4 quarters. The position peaked at $1.13M in Q4 2021. 521 funds tracked by Wall St. Rank hold IYR as of Q2 2022.

Kennicott Capital Management reported no remaining iShares US Real Estate ETF position as of Q2 2022 after selling out during the quarter.
Kennicott Capital Management sold 9,742 iShares US Real Estate ETF shares in Q2 2022, an estimated $1.05M.
Kennicott Capital Management first reported a position in iShares US Real Estate ETF in Q2 2021 and held it in 4 quarters.
Kennicott Capital Management's iShares US Real Estate ETF position peaked at $1.13M in Q4 2021.
521 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2022.

Based on Kennicott Capital Management's 13F filing for Q2 2022, filed 11 Jul 2022.