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Simon Quick Advisors’s iShares US Real Estate ETF IYR Stock Holding History

Simon Quick 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
Q3 		– Sell
-462
Closed -$47K – 434
2021
Q2 		$47K Buy
462
+414
+863% +$41.1K 0.01% 257
2021
Q1 		$4K Hold
48
– – ﹤0.01% 420
2020
Q4 		$4K Buy
+48
New +$4K ﹤0.01% 404

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Simon Quick Advisors's IYR Position: Q3 2021 in Review

Simon Quick Advisors sold out of iShares US Real Estate ETF (IYR) in Q3 2021, closing a stake of 462 shares — an estimated $47K sold.

Simon Quick Advisors first reported a position in IYR in Q4 2020 and held it in 3 quarters. The position peaked at $47K in Q2 2021. 502 funds tracked by Wall St. Rank hold IYR as of Q3 2021.

  • Simon Quick Advisors reported no remaining iShares US Real Estate ETF position as of Q3 2021 after selling out during the quarter.
  • Simon Quick Advisors sold 462 iShares US Real Estate ETF shares in Q3 2021, an estimated $47K.
  • Simon Quick Advisors first reported a position in iShares US Real Estate ETF in Q4 2020 and held it in 3 quarters.
  • Simon Quick Advisors's iShares US Real Estate ETF position peaked at $47K in Q2 2021.
  • 502 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2021.

Based on Simon Quick Advisors's 13F filing for Q3 2021, filed 27 Oct 2021.