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Sargent Bickham Lagudis’s iShares US Real Estate ETF IYR Stock Holding History

Sargent Bickham Lagudis’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
2022
Q4 		$29.4K Sell
349
-17,737
-98% -$1.49M ﹤0.01% 529
2022
Q3 		$1.47M Buy
18,086
+11,147
+161% +$1.06M 0.13% 117
2022
Q2 		$639K Sell
6,939
-621
-8% -$61.9K 0.06% 160
2022
Q1 		$818K Sell
7,560
-8,810
-54% -$930K 0.06% 151
2021
Q4 		$1.9M Buy
16,370
+11,112
+211% +$1.22M 0.14% 106
2021
Q3 		$538K Sell
5,258
-4,508
-46% -$480K 0.04% 164
2021
Q2 		$996K Buy
9,766
+9,530
+4,038% +$946K 0.08% 126
2021
Q1 		$22K Hold
236
– – ﹤0.01% 572
2020
Q4 		$20K Hold
236
– – ﹤0.01% 560
2020
Q3 		$19K Hold
236
– – ﹤0.01% 518
2020
Q2 		$19K Hold
236
– – ﹤0.01% 501
2020
Q1 		$16K Sell
236
-114
-33% -$10.1K ﹤0.01% 497
2019
Q4 		$33K Buy
350
+114
+48% +$10.6K ﹤0.01% 441
2019
Q3 		$22K Hold
236
– – ﹤0.01% 464
2019
Q2 		$21K Sell
236
-7,233
-97% -$633K ﹤0.01% 486
2019
Q1 		$650K Buy
7,469
+7,233
+3,065% +$598K 0.08% 137
2018
Q4 		$18K Hold
236
– – ﹤0.01% 504
2018
Q3 		$19K Sell
236
-73
-24% -$5.95K ﹤0.01% 510
2018
Q2 		$25K Sell
309
-118
-28% -$9.09K ﹤0.01% 459
2018
Q1 		$32K Hold
427
– – ﹤0.01% 431
2017
Q4 		$35K Hold
427
– – ﹤0.01% 421
2017
Q3 		$34K Hold
427
– – ﹤0.01% 429
2017
Q2 		$34K Hold
427
– – ﹤0.01% 416
2017
Q1 		$34K Sell
427
-856
-67% -$66.8K ﹤0.01% 415
2016
Q4 		$99K Buy
1,283
+2
+0.2% +$152 0.02% 262
2016
Q3 		$103 Buy
1,281
+354
+38% +$29.3K 0.02% 268
2016
Q2 		$76K Hold
927
– – 0.01% 290
2016
Q1 		$72K Buy
+927
New +$67.3K 0.01% 309

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 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
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Sargent Bickham Lagudis's IYR Position: Q4 2022 in Review

Sargent Bickham Lagudis reduced its iShares US Real Estate ETF (IYR) stake by 98% in Q4 2022, selling an estimated $1.49M and leaving 349 shares worth $29.4K. The position accounts for ﹤0.01% of the portfolio, ranked #529.

Sargent Bickham Lagudis first reported a position in IYR in Q1 2016 and has held it in 28 quarters since. The position peaked at $1.9M in Q4 2021. 513 funds tracked by Wall St. Rank hold IYR as of Q4 2022.

  • Sargent Bickham Lagudis held 349 shares of iShares US Real Estate ETF worth $29.4K as of Q4 2022.
  • Sargent Bickham Lagudis sold 17,737 iShares US Real Estate ETF shares in Q4 2022, an estimated $1.49M.
  • iShares US Real Estate ETF made up ﹤0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #529 holding.
  • Sargent Bickham Lagudis first reported a position in iShares US Real Estate ETF in Q1 2016 and has held it in 28 quarters since.
  • Sargent Bickham Lagudis's iShares US Real Estate ETF position peaked at $1.9M in Q4 2021.
  • 513 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.