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Reilly Financial Advisors’s iShares US Real Estate ETF IYR Stock Holding History

Reilly Financial Advisors’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
Q4 		$2K Hold
19
– – ﹤0.01% 991
2021
Q3 		$2K Hold
19
– – ﹤0.01% 856
2021
Q2 		$2K Hold
19
– – ﹤0.01% 908
2021
Q1 		$2K Buy
+19
New +$1.67K ﹤0.01% 924
2014
Q1 		– Sell
-55
Closed -$3K – 826
2013
Q4 		$3K Hold
55
– – ﹤0.01% 751
2013
Q3 		$4K Hold
55
– – ﹤0.01% 626
2013
Q2 		$4K Buy
+55
New +$3.89K ﹤0.01% 662

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
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
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Reilly Financial Advisors's IYR Position: Q4 2021 in Review

Reilly Financial Advisors held its iShares US Real Estate ETF (IYR) position steady in Q4 2021 at 19 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #991.

Reilly Financial Advisors first reported a position in IYR in Q2 2013 and has held it in 7 quarters since. The position peaked at $4K in Q3 2013. 578 funds tracked by Wall St. Rank hold IYR as of Q4 2021.

  • Reilly Financial Advisors held 19 shares of iShares US Real Estate ETF worth $2K as of Q4 2021.
  • Reilly Financial Advisors left its iShares US Real Estate ETF share count unchanged in Q4 2021.
  • iShares US Real Estate ETF made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #991 holding.
  • Reilly Financial Advisors first reported a position in iShares US Real Estate ETF in Q2 2013 and has held it in 7 quarters since.
  • Reilly Financial Advisors's iShares US Real Estate ETF position peaked at $4K in Q3 2013.
  • 578 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.