OCM
IYR icon

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

One 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
2022
Q1 		– Sell
-1,882
Closed -$218K – 320
2021
Q4 		$218K Sell
1,882
-698
-27% -$76.5K 0.02% 255
2021
Q3 		$264K Buy
2,580
+425
+20% +$45.2K 0.02% 193
2021
Q2 		$219K Buy
+2,155
New +$214K 0.02% 204
2021
Q1 		– Sell
-2,433
Closed -$208K – 170
2020
Q4 		$208K Sell
2,433
-81
-3% -$6.74K 0.03% 158
2020
Q3 		$201K Buy
+2,514
New +$203K 0.03% 155
2020
Q1 		– Sell
-2,462
Closed -$229K – 193
2019
Q4 		$229K Hold
2,462
– – 0.04% 154
2019
Q3 		$230K Hold
2,462
– – 0.04% 160
2019
Q2 		$215K Hold
2,462
– – 0.04% 163
2019
Q1 		$214K Buy
+2,462
New +$204K 0.04% 161
2018
Q4 		– Sell
-3,261
Closed -$261K – 170
2018
Q3 		$261K Sell
3,261
-98
-3% -$7.99K 0.05% 144
2018
Q2 		$271K Buy
3,359
+207
+7% +$15.9K 0.05% 141
2018
Q1 		$238K Sell
3,152
-400
-11% -$30.4K 0.05% 143
2017
Q4 		$288K Hold
3,552
– – 0.06% 130
2017
Q3 		$284K Buy
+3,552
New +$285K 0.06% 133
2015
Q3 		– Sell
-5,113
Closed -$365K – 151
2015
Q2 		$365K Buy
5,113
+5
+0.1% +$379 0.1% 116
2015
Q1 		$405K Buy
5,108
+240
+5% +$19.2K 0.12% 114
2014
Q4 		$374K Buy
4,868
+290
+6% +$21.7K 0.14% 106
2014
Q3 		$317K Sell
4,578
-245
-5% -$17.7K 0.11% 112
2014
Q2 		$346K Buy
4,823
+130
+3% +$9.15K 0.14% 107
2014
Q1 		$318K Buy
+4,693
New +$311K 0.12% 117

Other funds holding IYR

CWM
CIBC World Markets New York $20.8B AUM
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

One Capital Management's IYR Position: Q1 2022 in Review

One Capital Management sold out of iShares US Real Estate ETF (IYR) in Q1 2022, closing a stake of 1,882 shares — an estimated $218K sold.

One Capital Management first reported a position in IYR in Q1 2014 and held it in 20 quarters. The position peaked at $405K in Q1 2015. 545 funds tracked by Wall St. Rank hold IYR as of Q1 2022.

  • One Capital Management reported no remaining iShares US Real Estate ETF position as of Q1 2022 after selling out during the quarter.
  • One Capital Management sold 1,882 iShares US Real Estate ETF shares in Q1 2022, an estimated $218K.
  • One Capital Management first reported a position in iShares US Real Estate ETF in Q1 2014 and held it in 20 quarters.
  • One Capital Management's iShares US Real Estate ETF position peaked at $405K in Q1 2015.
  • 545 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2022.

Based on One Capital Management's 13F filing for Q1 2022, filed 17 May 2022.