Migdal Insurance & Financial Holdings’s iShares US Real Estate ETF IYR Stock Holding History

Migdal Insurance & Financial Holdings’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
2024 Q3	–	Sell	-205	Closed	-$18K	–	467
2024 Q2	$18K	Hold	205	–	–	﹤0.01%	376
2024 Q1	$18K	Sell	205 -770	-79%	-$68.1K	﹤0.01%	304
2023 Q4	$90K	Hold	975	–	–	﹤0.01%	282
2023 Q3	$76K	Hold	975	–	–	﹤0.01%	305
2023 Q2	$84K	Hold	975	–	–	﹤0.01%	293
2023 Q1	$81K	Buy	+975	New	+$85.3K	﹤0.01%	327
2017 Q4	–	Sell	-1,111	Closed	-$89K	–	572
2017 Q3	$89K	Buy	+1,111	New	+$89.2K	﹤0.01%	374

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

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

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

CWM

CIBC World Markets New York $20.8B AUM

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Migdal Insurance & Financial Holdings's IYR Position: Q3 2024 in Review

Migdal Insurance & Financial Holdings sold out of iShares US Real Estate ETF (IYR) in Q3 2024, closing a stake of 205 shares — an estimated $18K sold.

Migdal Insurance & Financial Holdings first reported a position in IYR in Q3 2017 and held it in 7 quarters. The position peaked at $90K in Q4 2023. 501 funds tracked by Wall St. Rank hold IYR as of Q3 2024.

Migdal Insurance & Financial Holdings reported no remaining iShares US Real Estate ETF position as of Q3 2024 after selling out during the quarter.
Migdal Insurance & Financial Holdings sold 205 iShares US Real Estate ETF shares in Q3 2024, an estimated $18K.
Migdal Insurance & Financial Holdings first reported a position in iShares US Real Estate ETF in Q3 2017 and held it in 7 quarters.
Migdal Insurance & Financial Holdings's iShares US Real Estate ETF position peaked at $90K in Q4 2023.
501 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2024.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q3 2024, filed 4 Nov 2024.