MA
IYR icon

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

Momentum 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
Q4 		$220K Buy
+2,608
New +$219K 0.22% 75

Other funds holding IYR

Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
CWM
CIBC World Markets New York $20.8B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 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
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Momentum Advisors's IYR Position: Q4 2022 in Review

Momentum Advisors opened a new position in iShares US Real Estate ETF (IYR) in Q4 2022: 2,608 shares worth $220K. The stake represents 0.22% of the portfolio and ranks #75 among its holdings.

513 funds tracked by Wall St. Rank hold IYR as of Q4 2022.

  • Momentum Advisors held 2,608 shares of iShares US Real Estate ETF worth $220K as of Q4 2022.
  • iShares US Real Estate ETF was a new Momentum Advisors position in Q4 2022.
  • iShares US Real Estate ETF made up 0.22% of Momentum Advisors's portfolio in Q4 2022, its #75 holding.
  • 513 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q4 2022.

Based on Momentum Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.