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Psagot Value Holdings’s iShares US Real Estate ETF IYR Stock Holding History

Psagot Value Holdings’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
Q1 		– Sell
-6,527
Closed -$603K – 322
2023
Q4 		$603K Buy
6,527
+5,154
+375% +$422K 0.26% 82
2023
Q3 		$107K Sell
1,373
-354
-20% -$30.2K 0.05% 210
2023
Q2 		$149K Buy
1,727
+1,440
+502% +$121K 0.08% 196
2023
Q1 		$24K Sell
287
-5,673
-95% -$496K 0.01% 277
2022
Q4 		$502K Sell
5,960
-270
-4% -$22.7K 0.15% 117
2022
Q3 		$507K Buy
6,230
+6,065
+3,676% +$574K 0.14% 114
2022
Q2 		$15K Sell
165
-139
-46% -$13.9K ﹤0.01% 259
2022
Q1 		$33K Sell
304
-2,870
-90% -$303K 0.01% 268
2021
Q4 		$369K Buy
3,174
+1,961
+162% +$215K 0.07% 175
2021
Q3 		$124K Sell
1,213
-2,738
-69% -$291K 0.02% 294
2021
Q2 		$403K Buy
3,951
+2,866
+264% +$284K 0.01% 235
2021
Q1 		$100K Buy
1,085
+545
+101% +$47.8K ﹤0.01% 301
2020
Q4 		$46K Sell
540
-780
-59% -$64.9K ﹤0.01% 299
2020
Q3 		$105K Buy
1,320
+555
+73% +$44.8K ﹤0.01% 295
2020
Q2 		$60K Sell
765
-2,195
-74% -$166K ﹤0.01% 293
2020
Q1 		$206K Buy
2,960
+440
+17% +$38.9K 0.01% 218
2019
Q4 		$235K Sell
2,520
-6,220
-71% -$577K 0.01% 267
2019
Q3 		$818K Buy
8,740
+5,065
+138% +$461K 0.03% 167
2019
Q2 		$321K Buy
3,675
+1,235
+51% +$108K 0.01% 237
2019
Q1 		$212K Buy
2,440
+898
+58% +$74.3K 0.01% 259
2018
Q4 		$116K Sell
1,542
-3,730
-71% -$293K 0.01% 291
2018
Q3 		$422K Sell
5,272
-7,670
-59% -$625K 0.02% 183
2018
Q2 		$1.04M Buy
12,942
+5,060
+64% +$390K 0.05% 144
2018
Q1 		$595K Sell
7,882
-170
-2% -$12.9K 0.03% 183
2017
Q4 		$652K Buy
8,052
+2,922
+57% +$237K 0.03% 167
2017
Q3 		$410K Sell
5,130
-10,720
-68% -$861K 0.02% 195
2017
Q2 		$1.26M Buy
15,850
+3,319
+26% +$264K 0.05% 133
2017
Q1 		$984K Sell
12,531
-48,724
-80% -$3.8M 0.04% 144
2016
Q4 		$4.71M Buy
61,255
+18,371
+43% +$1.4M 0.2% 71
2016
Q3 		$3.46M Sell
42,884
-161,491
-79% -$13.4M 0.14% 85
2016
Q2 		$16.8M Sell
204,375
-6,528
-3% -$512K 0.73% 35
2016
Q1 		$16.4M Buy
210,903
+6,686
+3% +$485K 0.68% 38
2015
Q4 		$15.3M Sell
204,217
-21,883
-10% -$1.63M 0.55% 43
2015
Q3 		$16M Buy
226,100
+37,637
+20% +$2.74M 0.58% 38
2015
Q2 		$13.4M Sell
188,463
-109,489
-37% -$8.3M 0.43% 55
2015
Q1 		$23.6M Buy
297,952
+65,078
+28% +$5.21M 0.75% 36
2014
Q4 		$17.9M Buy
232,874
+13,920
+6% +$1.04M 0.61% 44
2014
Q3 		$15.2M Sell
218,954
-18,808
-8% -$1.36M 0.51% 50
2014
Q2 		$17.1M Buy
237,762
+41,994
+21% +$2.96M 0.57% 42
2014
Q1 		$13.2M Buy
195,768
+17,184
+10% +$1.14M 0.45% 49
2013
Q4 		$11.3M Buy
178,584
+12,921
+8% +$832K 0.39% 46
2013
Q3 		$10.6M Buy
165,663
+4,163
+3% +$272K 0.4% 48
2013
Q2 		$10.7M Buy
+161,500
New +$11.4M 0.45% 51

Other funds holding IYR

Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
CWM
CIBC World Markets New York $20.8B AUM
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

Psagot Value Holdings's IYR Position: Q1 2024 in Review

Psagot Value Holdings sold out of iShares US Real Estate ETF (IYR) in Q1 2024, closing a stake of 6,527 shares — an estimated $603K sold.

Psagot Value Holdings first reported a position in IYR in Q2 2013 and held it in 43 quarters. The position peaked at $23.6M in Q1 2015. 472 funds tracked by Wall St. Rank hold IYR as of Q1 2024.

  • Psagot Value Holdings reported no remaining iShares US Real Estate ETF position as of Q1 2024 after selling out during the quarter.
  • Psagot Value Holdings sold 6,527 iShares US Real Estate ETF shares in Q1 2024, an estimated $603K.
  • Psagot Value Holdings first reported a position in iShares US Real Estate ETF in Q2 2013 and held it in 43 quarters.
  • Psagot Value Holdings's iShares US Real Estate ETF position peaked at $23.6M in Q1 2015.
  • 472 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2024.

Based on Psagot Value Holdings's 13F filing for Q1 2024, filed 15 May 2024.