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

NCM 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
2024
Q2 		– Sell
-2,511
Closed -$226K – 166
2024
Q1 		$226K Buy
2,511
+56
+2% +$4.95K 0.13% 144
2023
Q4 		$224K Buy
+2,455
New +$201K 0.14% 146
2023
Q3 		– Sell
-2,455
Closed -$212K – 149
2023
Q2 		$212K Hold
2,455
– – 0.15% 143
2023
Q1 		$208K Hold
2,455
– – 0.16% 142
2022
Q4 		$207K Hold
2,455
– – 0.14% 162
2022
Q3 		$200K Sell
2,455
-13,763
-85% -$1.3M 0.15% 159
2022
Q2 		$1.68M Buy
16,218
+13,763
+561% +$1.37M 1.18% 20
2022
Q1 		$266K Hold
2,455
– – 0.17% 155
2021
Q4 		$285K Buy
+2,455
New +$269K 0.25% 116

Other funds holding IYR

BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

NCM Capital Management's IYR Position: Q2 2024 in Review

NCM Capital Management sold out of iShares US Real Estate ETF (IYR) in Q2 2024, closing a stake of 2,511 shares — an estimated $226K sold.

NCM Capital Management first reported a position in IYR in Q4 2021 and held it in 9 quarters. The position peaked at $1.68M in Q2 2022. 463 funds tracked by Wall St. Rank hold IYR as of Q2 2024.

  • NCM Capital Management reported no remaining iShares US Real Estate ETF position as of Q2 2024 after selling out during the quarter.
  • NCM Capital Management sold 2,511 iShares US Real Estate ETF shares in Q2 2024, an estimated $226K.
  • NCM Capital Management first reported a position in iShares US Real Estate ETF in Q4 2021 and held it in 9 quarters.
  • NCM Capital Management's iShares US Real Estate ETF position peaked at $1.68M in Q2 2022.
  • 463 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2024.

Based on NCM Capital Management's 13F filing for Q2 2024, filed 14 Aug 2024.