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Rockbridge Investment Management’s iShares US Real Estate ETF IYR Stock Holding History

Rockbridge Investment 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
2024
Q1 		– Sell
-94
Closed -$8.59K – 381
2023
Q4 		$8.59K Buy
+94
New +$7.7K ﹤0.01% 414
2022
Q3 		– Sell
-70
Closed -$6.44K – 360
2022
Q2 		$6.44K Sell
70
-330
-83% -$32.9K ﹤0.01% 430
2022
Q1 		$44K Sell
400
-10
-2% -$1.05K 0.01% 314
2021
Q4 		$48K Hold
410
– – 0.01% 352
2021
Q3 		$42K Hold
410
– – 0.01% 347
2021
Q2 		$42K Buy
410
+330
+413% +$32.8K 0.01% 341
2021
Q1 		$7K Hold
80
– – ﹤0.01% 543
2020
Q4 		$7K Hold
80
– – ﹤0.01% 538
2020
Q3 		$6K Hold
80
– – ﹤0.01% 513
2020
Q2 		$6K Buy
+80
New +$6.06K ﹤0.01% 477

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

Rockbridge Investment Management's IYR Position: Q1 2024 in Review

Rockbridge Investment Management sold out of iShares US Real Estate ETF (IYR) in Q1 2024, closing a stake of 94 shares — an estimated $8.59K sold.

Rockbridge Investment Management first reported a position in IYR in Q2 2020 and held it in 10 quarters. The position peaked at $48K in Q4 2021. 472 funds tracked by Wall St. Rank hold IYR as of Q1 2024.

  • Rockbridge Investment Management reported no remaining iShares US Real Estate ETF position as of Q1 2024 after selling out during the quarter.
  • Rockbridge Investment Management sold 94 iShares US Real Estate ETF shares in Q1 2024, an estimated $8.59K.
  • Rockbridge Investment Management first reported a position in iShares US Real Estate ETF in Q2 2020 and held it in 10 quarters.
  • Rockbridge Investment Management's iShares US Real Estate ETF position peaked at $48K in Q4 2021.
  • 472 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2024.

Based on Rockbridge Investment Management's 13F filing for Q1 2024, filed 15 May 2024.