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Level Four Financial’s iShares US Real Estate ETF IYR Stock Holding History

Level Four Financial’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
2021
Q3 		$261K Hold
2,545
– – 0.11% 228
2021
Q2 		$259K Buy
+2,545
New +$253K 0.11% 243

Other funds holding IYR

Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
CWM
CIBC World Markets New York $20.8B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.53B AUM 37.62% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Level Four Financial's IYR Position: Q3 2021 in Review

Level Four Financial held its iShares US Real Estate ETF (IYR) position steady in Q3 2021 at 2,545 shares worth $261K. The position accounts for 0.11% of the portfolio, ranked #228.

Level Four Financial first reported a position in IYR in Q2 2021 and has held it in 2 quarters since. 502 funds tracked by Wall St. Rank hold IYR as of Q3 2021.

  • Level Four Financial held 2,545 shares of iShares US Real Estate ETF worth $261K as of Q3 2021.
  • Level Four Financial left its iShares US Real Estate ETF share count unchanged in Q3 2021.
  • iShares US Real Estate ETF made up 0.11% of Level Four Financial's portfolio in Q3 2021, its #228 holding.
  • Level Four Financial first reported a position in iShares US Real Estate ETF in Q2 2021 and has held it in 2 quarters since.
  • 502 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2021.

Based on Level Four Financial's 13F filing for Q3 2021, filed 12 Oct 2021.