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

Kercheville 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
2022
Q2 		– Sell
-2,650
Closed -$287K – 105
2022
Q1 		$287K Sell
2,650
-1,950
-42% -$206K 0.14% 81
2021
Q4 		$534K Buy
+4,600
New +$504K 0.23% 67

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

Kercheville Advisors's IYR Position: Q2 2022 in Review

Kercheville Advisors sold out of iShares US Real Estate ETF (IYR) in Q2 2022, closing a stake of 2,650 shares — an estimated $287K sold.

Kercheville Advisors first reported a position in IYR in Q4 2021 and held it in 2 quarters. The position peaked at $534K in Q4 2021. 521 funds tracked by Wall St. Rank hold IYR as of Q2 2022.

  • Kercheville Advisors reported no remaining iShares US Real Estate ETF position as of Q2 2022 after selling out during the quarter.
  • Kercheville Advisors sold 2,650 iShares US Real Estate ETF shares in Q2 2022, an estimated $287K.
  • Kercheville Advisors first reported a position in iShares US Real Estate ETF in Q4 2021 and held it in 2 quarters.
  • Kercheville Advisors's iShares US Real Estate ETF position peaked at $534K in Q4 2021.
  • 521 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2022.

Based on Kercheville Advisors's 13F filing for Q2 2022, filed 18 Jul 2022.