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M Holdings Securities’s iShares US Real Estate ETF IYR Stock Holding History

M Holdings Securities’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
-2,454
Closed -$266K – 489
2022
Q1 		$266K Buy
+2,454
New +$259K 0.02% 417
2014
Q4 		– Sell
-2,346
Closed -$138K – 316
2014
Q3 		$138K Buy
+2,346
New +$170K 0.08% 224

Other funds holding IYR

Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

M Holdings Securities's IYR Position: Q2 2022 in Review

M Holdings Securities sold out of iShares US Real Estate ETF (IYR) in Q2 2022, closing a stake of 2,454 shares — an estimated $266K sold.

M Holdings Securities first reported a position in IYR in Q3 2014 and held it in 2 quarters. The position peaked at $266K in Q1 2022. 521 funds tracked by Wall St. Rank hold IYR as of Q2 2022.

  • M Holdings Securities reported no remaining iShares US Real Estate ETF position as of Q2 2022 after selling out during the quarter.
  • M Holdings Securities sold 2,454 iShares US Real Estate ETF shares in Q2 2022, an estimated $266K.
  • M Holdings Securities first reported a position in iShares US Real Estate ETF in Q3 2014 and held it in 2 quarters.
  • M Holdings Securities's iShares US Real Estate ETF position peaked at $266K in Q1 2022.
  • 521 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2022.

Based on M Holdings Securities's 13F filing for Q2 2022, filed 16 Aug 2022.