PO
IYR icon

Private Ocean’s iShares US Real Estate ETF IYR Stock Holding History

Private Ocean’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
Q2 		$115K Hold
1,307
– – 0.01% 196
2024
Q1 		$117K Sell
1,307
-281
-18% -$24.8K 0.01% 173
2023
Q4 		$145K Buy
1,588
+168
+12% +$13.8K 0.01% 168
2023
Q3 		$111K Sell
1,420
-81
-5% -$6.9K 0.01% 169
2023
Q2 		$130K Sell
1,501
-168
-10% -$14.1K 0.02% 176
2023
Q1 		$142K Hold
1,669
– – 0.02% 151
2022
Q4 		$140K Sell
1,669
-999
-37% -$83.9K 0.02% 141
2022
Q3 		$217K Buy
2,668
+1,167
+78% +$110K 0.03% 115
2022
Q2 		$138K Sell
1,501
-1,245
-45% -$124K 0.02% 140
2022
Q1 		$297K Sell
2,746
-64
-2% -$6.75K 0.04% 96
2021
Q4 		$326K Sell
2,810
-136
-5% -$14.9K 0.04% 100
2021
Q3 		$302K Hold
2,946
– – 0.04% 96
2021
Q2 		$300K Buy
2,946
+1
+0% +$99 0.04% 94
2021
Q1 		$271K Sell
2,945
-101
-3% -$8.86K 0.05% 94
2020
Q4 		$261K Buy
3,046
+4
+0.1% +$333 0.05% 88
2020
Q3 		$243K Buy
3,042
+2
+0.1% +$162 0.06% 94
2020
Q2 		$239K Sell
3,040
-286
-9% -$21.7K 0.06% 86
2020
Q1 		$231K Buy
3,326
+299
+10% +$26.5K 0.06% 81
2019
Q4 		$282K Buy
3,027
+20
+0.7% +$1.85K 0.07% 78
2019
Q3 		$282K Buy
3,007
+1
+0% +$91 0.07% 79
2019
Q2 		$262K Buy
3,006
+9
+0.3% +$788 0.07% 75
2019
Q1 		$261K Buy
2,997
+8
+0.3% +$662 0.07% 79
2018
Q4 		$224K Sell
2,989
-72
-2% -$5.66K 0.06% 93
2018
Q3 		$245K Buy
3,061
+11
+0.4% +$897 0.11% 62
2018
Q2 		$246K Hold
3,050
– – 0.11% 68
2018
Q1 		$230K Buy
+3,050
New +$231K 0.11% 73

Other funds holding IYR

BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Private Ocean's IYR Position: Q2 2024 in Review

Private Ocean held its iShares US Real Estate ETF (IYR) position steady in Q2 2024 at 1,307 shares worth $115K. The position accounts for 0.01% of the portfolio, ranked #196.

Private Ocean first reported a position in IYR in Q1 2018 and has held it in 26 quarters since. The position peaked at $326K in Q4 2021. 463 funds tracked by Wall St. Rank hold IYR as of Q2 2024.

  • Private Ocean held 1,307 shares of iShares US Real Estate ETF worth $115K as of Q2 2024.
  • Private Ocean left its iShares US Real Estate ETF share count unchanged in Q2 2024.
  • iShares US Real Estate ETF made up 0.01% of Private Ocean's portfolio in Q2 2024, its #196 holding.
  • Private Ocean first reported a position in iShares US Real Estate ETF in Q1 2018 and has held it in 26 quarters since.
  • Private Ocean's iShares US Real Estate ETF position peaked at $326K in Q4 2021.
  • 463 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2024.

Based on Private Ocean's 13F filing for Q2 2024, filed 30 Jul 2024.