Old Mission Capital’s iShares US Real Estate ETF IYR Stock Holding History

Old Mission Capital’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 Q3	–	Sell	-62,394	Closed	-$5.47M	–	1619
2024 Q2	$5.47M	Buy	62,394 +46,649	+296%	+$4M	0.09%	171
2024 Q1	$1.42M	Buy	+15,745	New	+$1.39M	0.02%	408
2023 Q4	–	Sell	-43,595	Closed	-$3.41M	–	1504
2023 Q3	$3.41M	Buy	+43,595	New	+$3.72M	0.08%	210
2023 Q2	–	Sell	-4,525	Closed	-$384K	–	1442
2023 Q1	$384K	Sell	4,525 -120,957	-96%	-$10.6M	0.01%	882
2022 Q4	$10.6M	Buy	+125,482	New	+$10.5M	0.3%	77
2021 Q4	–	Sell	-7,497	Closed	-$768K	–	1149
2021 Q3	$768K	Buy	+7,497	New	+$798K	0.03%	463
2021 Q1	–	Sell	-152,307	Closed	-$13M	–	812
2020 Q4	$13M	Buy	+152,307	New	+$12.7M	0.8%	21
2020 Q3	–	Sell	-82,865	Closed	-$6.53M	–	515
2020 Q2	$6.53M	Buy	+82,865	New	+$6.28M	0.47%	42
2020 Q1	–	Sell	-32,800	Closed	-$3.05M	–	444
2019 Q4	$3.05M	Buy	+32,800	New	+$3.04M	0.24%	72
2019 Q3	–	Sell	-59,900	Closed	-$5.23M	–	285
2019 Q2	$5.23M	Buy	+59,900	New	+$5.24M	0.66%	33

Other funds holding IYR

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return

CWM

CIBC World Markets New York $20.8B AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Old Mission Capital's IYR Position: Q3 2024 in Review

Old Mission Capital sold out of iShares US Real Estate ETF (IYR) in Q3 2024, closing a stake of 62,394 shares — an estimated $5.47M sold.

Old Mission Capital first reported a position in IYR in Q2 2019 and held it in 10 quarters. The position peaked at $13M in Q4 2020. 501 funds tracked by Wall St. Rank hold IYR as of Q3 2024.

Old Mission Capital reported no remaining iShares US Real Estate ETF position as of Q3 2024 after selling out during the quarter.
Old Mission Capital sold 62,394 iShares US Real Estate ETF shares in Q3 2024, an estimated $5.47M.
Old Mission Capital first reported a position in iShares US Real Estate ETF in Q2 2019 and held it in 10 quarters.
Old Mission Capital's iShares US Real Estate ETF position peaked at $13M in Q4 2020.
501 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2024.

Based on Old Mission Capital's 13F filing for Q3 2024, filed 14 Nov 2024.