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Next Financial Group’s iShares US Real Estate ETF IYR Stock Holding History

Next Financial Group’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
2021
Q4 		$321K Buy
2,767
+23
+0.8% +$2.52K 0.02% 707
2021
Q3 		$281K Sell
2,744
-1,427
-34% -$152K 0.02% 691
2021
Q2 		$425K Sell
4,171
-50
-1% -$4.96K 0.03% 537
2021
Q1 		$388K Sell
4,221
-680
-14% -$59.7K 0.03% 524
2020
Q4 		$420K Sell
4,901
-87
-2% -$7.24K 0.04% 436
2020
Q3 		$398K Buy
4,988
+200
+4% +$16.2K 0.04% 403
2020
Q2 		$377K Sell
4,788
-224
-4% -$17K 0.04% 349
2020
Q1 		$349K Sell
5,012
-11,511
-70% -$1.02M 0.05% 357
2019
Q4 		$1.54M Sell
16,523
-129
-0.8% -$12K 0.16% 140
2019
Q3 		$1.56M Buy
16,652
+7,544
+83% +$687K 0.17% 149
2019
Q2 		$795K Buy
9,108
+8,698
+2,121% +$761K 0.09% 262
2019
Q1 		$36K Sell
410
-7,489
-95% -$619K 0.01% 812
2018
Q4 		$592K Buy
7,899
+7,329
+1,286% +$576K 0.12% 192
2018
Q3 		$46K Sell
570
-4,260
-88% -$347K 0.02% 571
2018
Q2 		$389K Sell
4,830
-1,934
-29% -$149K 0.15% 161
2018
Q1 		$510K Buy
+6,764
New +$513K 0.11% 208
2017
Q4 		– Sell
-2,132
Closed -$174K – 843
2017
Q3 		$174K Sell
2,132
-2,412
-53% -$194K 0.05% 351
2017
Q2 		$363K Buy
4,544
+734
+19% +$58.4K 0.09% 237
2017
Q1 		$301K Sell
3,810
-7,964
-68% -$622K 0.08% 235
2016
Q4 		$906K Buy
11,774
+1,096
+10% +$83.3K 0.16% 147
2016
Q3 		$861K Buy
10,678
+5,103
+92% +$422K 0.16% 149
2016
Q2 		$459K Sell
5,575
-180
-3% -$14.1K 0.15% 149
2016
Q1 		$448K Sell
5,755
-420
-7% -$30.5K 0.16% 144
2015
Q4 		$463K Sell
6,175
-99
-2% -$7.39K 0.17% 137
2015
Q3 		$445K Buy
6,274
+5,922
+1,682% +$431K 0.16% 142
2015
Q2 		$25K Buy
352
+1
+0.3% +$76 0.01% 916
2015
Q1 		$27K Hold
351
– – 0.01% 876
2014
Q4 		$27K Sell
351
-874
-71% -$65.4K 0.01% 866
2014
Q3 		$85K Buy
+1,225
New +$88.7K 0.02% 716

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 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

Next Financial Group's IYR Position: Q4 2021 in Review

Next Financial Group increased its iShares US Real Estate ETF (IYR) stake by 0.84% in Q4 2021, buying an estimated $2.52K and bringing the position to 2,767 shares worth $321K. The position accounts for 0.02% of the portfolio, ranked #707.

Next Financial Group first reported a position in IYR in Q3 2014 and has held it in 29 quarters since. The position peaked at $1.56M in Q3 2019. 578 funds tracked by Wall St. Rank hold IYR as of Q4 2021.

  • Next Financial Group held 2,767 shares of iShares US Real Estate ETF worth $321K as of Q4 2021.
  • Next Financial Group bought 23 iShares US Real Estate ETF shares in Q4 2021, an estimated $2.52K.
  • iShares US Real Estate ETF made up 0.02% of Next Financial Group's portfolio in Q4 2021, its #707 holding.
  • Next Financial Group first reported a position in iShares US Real Estate ETF in Q3 2014 and has held it in 29 quarters since.
  • Next Financial Group's iShares US Real Estate ETF position peaked at $1.56M in Q3 2019.
  • 578 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.