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

Navellier & 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	-9,991	Closed	-$919K	–	288
2022 Q2	$919K	Sell	9,991 -125	-1%	-$12.5K	0.2%	118
2022 Q1	$1.09M	Sell	10,116 -95	-0.9%	-$10K	0.19%	121
2021 Q4	$1.19M	Sell	10,211 -1,910	-16%	-$209K	0.17%	127
2021 Q3	$1.24M	Buy	+12,121	New	+$1.29M	0.19%	125
2020 Q3	–	Sell	-18,322	Closed	-$1.44M	–	244
2020 Q2	$1.44M	Buy	+18,322	New	+$1.39M	0.34%	82
2019 Q3	–	Sell	-15,638	Closed	-$1.36M	–	287
2019 Q2	$1.36M	Sell	15,638 -2,039	-12%	-$179K	0.21%	116
2019 Q1	$1.54M	Buy	+17,677	New	+$1.46M	0.24%	108
2016 Q4	–	Sell	-39,065	Closed	-$3.15M	–	299
2016 Q3	$3.15M	Sell	39,065 -273,146	-87%	-$22.6M	0.45%	77
2016 Q2	$25.7M	Buy	+312,211	New	+$24.5M	3.84%	1
2015 Q2	–	Sell	-35,300	Closed	-$2.8M	–	377
2015 Q1	$2.8M	Buy	+35,300	New	+$2.82M	0.25%	50

Other funds holding IYR

CWM

CIBC World Markets New York $20.8B AUM

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $11.5B AUM 18.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Navellier & Associates sold out of iShares US Real Estate ETF (IYR) in Q3 2022, closing a stake of 9,991 shares — an estimated $919K sold.

Navellier & Associates first reported a position in IYR in Q1 2015 and held it in 10 quarters. The position peaked at $25.7M in Q2 2016. 498 funds tracked by Wall St. Rank hold IYR as of Q3 2022.

Navellier & Associates reported no remaining iShares US Real Estate ETF position as of Q3 2022 after selling out during the quarter.
Navellier & Associates sold 9,991 iShares US Real Estate ETF shares in Q3 2022, an estimated $919K.
Navellier & Associates first reported a position in iShares US Real Estate ETF in Q1 2015 and held it in 10 quarters.
Navellier & Associates's iShares US Real Estate ETF position peaked at $25.7M in Q2 2016.
498 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2022.

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