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Montag & Associates’s iShares US Real Estate ETF IYR Stock Holding History

Montag & Associates’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
Q3 		– Sell
-1,000
Closed -$92K – 878
2022
Q2 		$92K Buy
+1,000
New +$99.7K 0.01% 447
2021
Q3 		– Sell
-3,000
Closed -$306K – 880
2021
Q2 		$306K Buy
+3,000
New +$298K 0.02% 340

Other funds holding IYR

CWM
CIBC World Markets New York $20.8B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Montag & Associates's IYR Position: Q3 2022 in Review

Montag & Associates sold out of iShares US Real Estate ETF (IYR) in Q3 2022, closing a stake of 1,000 shares — an estimated $92K sold.

Montag & Associates first reported a position in IYR in Q2 2021 and held it in 2 quarters. The position peaked at $306K in Q2 2021. 498 funds tracked by Wall St. Rank hold IYR as of Q3 2022.

  • Montag & Associates reported no remaining iShares US Real Estate ETF position as of Q3 2022 after selling out during the quarter.
  • Montag & Associates sold 1,000 iShares US Real Estate ETF shares in Q3 2022, an estimated $92K.
  • Montag & Associates first reported a position in iShares US Real Estate ETF in Q2 2021 and held it in 2 quarters.
  • Montag & Associates's iShares US Real Estate ETF position peaked at $306K in Q2 2021.
  • 498 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2022.

Based on Montag & Associates's 13F filing for Q3 2022, filed 9 Nov 2022.