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

McMillion 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
2023 Q2	$21.6K	Buy	+250	New	+$21K	0.02%	125
2022 Q4	–	Sell	-250	Closed	-$20K	–	136
2022 Q3	$20K	Hold	250	–	–	0.02%	130
2022 Q2	$23K	Buy	+250	New	+$24.9K	0.02%	134
2021 Q1	–	Sell	-250	Closed	-$21K	–	187
2020 Q4	$21K	Buy	+250	New	+$20.8K	0.01%	166
2020 Q2	–	Sell	-250	Closed	-$17K	–	176
2020 Q1	$17K	Hold	250	–	–	0.01%	143
2019 Q4	$23K	Hold	250	–	–	0.01%	152
2019 Q3	$23K	Hold	250	–	–	0.01%	145
2019 Q2	$22K	Buy	+250	New	+$21.9K	0.01%	150

Other funds holding IYR

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

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

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

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

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

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

McMillion Capital Management's IYR Position: Q2 2023 in Review

McMillion Capital Management opened a new position in iShares US Real Estate ETF (IYR) in Q2 2023: 250 shares worth $21.6K. The stake represents 0.02% of the portfolio and ranks #125 among its holdings. This is a return to the name: McMillion Capital Management previously reported a position in IYR as recently as Q3 2022.

McMillion Capital Management first reported a position in IYR in Q2 2019 and has held it in 8 quarters since. The position peaked at $23K in Q2 2022. 481 funds tracked by Wall St. Rank hold IYR as of Q2 2023.

McMillion Capital Management held 250 shares of iShares US Real Estate ETF worth $21.6K as of Q2 2023.
iShares US Real Estate ETF was a new McMillion Capital Management position in Q2 2023.
iShares US Real Estate ETF made up 0.02% of McMillion Capital Management's portfolio in Q2 2023, its #125 holding.
McMillion Capital Management first reported a position in iShares US Real Estate ETF in Q2 2019 and has held it in 8 quarters since.
McMillion Capital Management's iShares US Real Estate ETF position peaked at $23K in Q2 2022.
481 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2023.

Based on McMillion Capital Management's 13F filing for Q2 2023, filed 8 Aug 2023.