Olympiad Research’s iShares US Real Estate ETF IYR Stock Holding History

Olympiad Research’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	$359K	Sell	4,407 -10,388	-70%	-$983K	0.19%	118
2022 Q2	$1.36M	Sell	14,795 -30,704	-67%	-$3.06M	0.61%	53
2022 Q1	$4.92M	Sell	45,499 -10,548	-19%	-$1.11M	1.5%	11
2021 Q4	$6.51M	Buy	56,047 +10,804	+24%	+$1.18M	2.36%	7
2021 Q3	$4.63M	Buy	45,243 +23,993	+113%	+$2.55M	1.42%	4
2021 Q2	$2.17M	Buy	21,250 +17,451	+459%	+$1.73M	0.75%	53
2021 Q1	$349K	Sell	3,799 -6,490	-63%	-$569K	0.15%	137
2020 Q4	$881K	Sell	10,289 -4,907	-32%	-$409K	0.51%	41
2020 Q3	$1.21M	Sell	15,196 -17,522	-54%	-$1.42M	0.62%	21
2020 Q2	$2.58M	Buy	32,718 +1,519	+5%	+$115K	1.83%	11
2020 Q1	$2.17M	Buy	31,199 +27,894	+844%	+$2.47M	2.19%	6
2019 Q4	$308K	Buy	+3,305	New	+$306K	0.24%	91

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

Olympiad Research's IYR Position: Q3 2022 in Review

Olympiad Research reduced its iShares US Real Estate ETF (IYR) stake by 70% in Q3 2022, selling an estimated $983K and leaving 4,407 shares worth $359K. The position accounts for 0.19% of the portfolio, ranked #118.

Olympiad Research first reported a position in IYR in Q4 2019 and has held it in 12 quarters since. The position peaked at $6.51M in Q4 2021. 498 funds tracked by Wall St. Rank hold IYR as of Q3 2022.

Olympiad Research held 4,407 shares of iShares US Real Estate ETF worth $359K as of Q3 2022.
Olympiad Research sold 10,388 iShares US Real Estate ETF shares in Q3 2022, an estimated $983K.
iShares US Real Estate ETF made up 0.19% of Olympiad Research's portfolio in Q3 2022, its #118 holding.
Olympiad Research first reported a position in iShares US Real Estate ETF in Q4 2019 and has held it in 12 quarters since.
Olympiad Research's iShares US Real Estate ETF position peaked at $6.51M in Q4 2021.
498 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2022.

Based on Olympiad Research's 13F filing for Q3 2022, filed 7 Nov 2022.