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PBMares Wealth Management’s iShares US Real Estate ETF IYR Stock Holding History

PBMares Wealth 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
2021
Q2 		– Sell
-2,288
Closed -$210K – 150
2021
Q1 		$210K Sell
2,288
-256
-10% -$22.5K 0.17% 135
2020
Q4 		$218K Sell
2,544
-193
-7% -$16.1K 0.25% 116
2020
Q3 		$219K Sell
2,737
-281
-9% -$22.7K 0.32% 95
2020
Q2 		$238K Sell
3,018
-842
-22% -$63.8K 0.36% 92
2020
Q1 		$269K Sell
3,860
-938
-20% -$83K 0.42% 79
2019
Q4 		$447K Buy
+4,798
New +$445K 0.53% 65

Other funds holding IYR

Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 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 $12.8B AUM 19.73% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

PBMares Wealth Management's IYR Position: Q2 2021 in Review

PBMares Wealth Management sold out of iShares US Real Estate ETF (IYR) in Q2 2021, closing a stake of 2,288 shares — an estimated $210K sold.

PBMares Wealth Management first reported a position in IYR in Q4 2019 and held it in 6 quarters. The position peaked at $447K in Q4 2019. 470 funds tracked by Wall St. Rank hold IYR as of Q2 2021.

  • PBMares Wealth Management reported no remaining iShares US Real Estate ETF position as of Q2 2021 after selling out during the quarter.
  • PBMares Wealth Management sold 2,288 iShares US Real Estate ETF shares in Q2 2021, an estimated $210K.
  • PBMares Wealth Management first reported a position in iShares US Real Estate ETF in Q4 2019 and held it in 6 quarters.
  • PBMares Wealth Management's iShares US Real Estate ETF position peaked at $447K in Q4 2019.
  • 470 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2021.

Based on PBMares Wealth Management's 13F filing for Q2 2021, filed 13 Jul 2021.