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

MV 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
2020
Q3 		– Sell
-3,884
Closed -$306K – 278
2020
Q2 		$306K Sell
3,884
-5,668
-59% -$430K 0.07% 84
2020
Q1 		$665K Sell
9,552
-2,188
-19% -$194K 0.17% 52
2019
Q4 		$1.09M Sell
11,740
-147
-1% -$13.6K 0.24% 44
2019
Q3 		$1.11M Sell
11,887
-377
-3% -$34.3K 0.25% 42
2019
Q2 		$1.07M Sell
12,264
-63
-0.5% -$5.51K 0.25% 42
2019
Q1 		$1.07M Sell
12,327
-1,164
-9% -$96.3K 0.26% 40
2018
Q4 		$1.01M Buy
13,491
+591
+5% +$46.4K 0.28% 38
2018
Q3 		$1.03M Sell
12,900
-211
-2% -$17.2K 0.26% 37
2018
Q2 		$1.06M Sell
13,111
-42
-0.3% -$3.24K 0.27% 36
2018
Q1 		$993K Sell
13,153
-4,788
-27% -$363K 0.26% 37
2017
Q4 		$1.45M Sell
17,941
-264
-1% -$21.4K 0.4% 34
2017
Q3 		$1.45M Sell
18,205
-352
-2% -$28.3K 0.41% 35
2017
Q2 		$1.48M Sell
18,557
-298
-2% -$23.7K 0.44% 34
2017
Q1 		$1.48M Sell
18,855
-1,872
-9% -$146K 0.47% 33
2016
Q4 		$1.59M Sell
20,727
-393
-2% -$29.9K 0.57% 27
2016
Q3 		$1.7M Sell
21,120
-4,869
-19% -$403K 0.62% 26
2016
Q2 		$2.14M Sell
25,989
-1,101
-4% -$86.3K 0.78% 19
2016
Q1 		$2.11M Sell
27,090
-14,961
-36% -$1.09M 0.85% 18
2015
Q4 		$3.16M Sell
42,051
-21,739
-34% -$1.62M 1.24% 22
2015
Q3 		$4.53M Sell
63,790
-8,978
-12% -$654K 2.06% 11
2015
Q2 		$5.19M Sell
72,768
-7,672
-10% -$582K 2.11% 11
2015
Q1 		$6.38M Buy
80,440
+5,978
+8% +$478K 2.67% 10
2014
Q4 		$5.72M Buy
+74,462
New +$5.57M 2.6% 16

Other funds holding IYR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

MV Capital Management's IYR Position: Q3 2020 in Review

MV Capital Management sold out of iShares US Real Estate ETF (IYR) in Q3 2020, closing a stake of 3,884 shares — an estimated $306K sold.

MV Capital Management first reported a position in IYR in Q4 2014 and held it in 23 quarters. The position peaked at $6.38M in Q1 2015. 392 funds tracked by Wall St. Rank hold IYR as of Q3 2020.

  • MV Capital Management reported no remaining iShares US Real Estate ETF position as of Q3 2020 after selling out during the quarter.
  • MV Capital Management sold 3,884 iShares US Real Estate ETF shares in Q3 2020, an estimated $306K.
  • MV Capital Management first reported a position in iShares US Real Estate ETF in Q4 2014 and held it in 23 quarters.
  • MV Capital Management's iShares US Real Estate ETF position peaked at $6.38M in Q1 2015.
  • 392 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2020.

Based on MV Capital Management's 13F filing for Q3 2020, filed 12 Nov 2020.