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Simplicity Solutions’s iShares US Real Estate ETF IYR Stock Holding History

Simplicity Solutions’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
Q1 		– Sell
-11,292
Closed -$967K – 754
2020
Q4 		$967K Buy
+11,292
New +$940K 0.01% 551
2020
Q3 		– Sell
-7,675
Closed -$605K – 904
2020
Q2 		$605K Buy
7,675
+4,390
+134% +$333K 0.01% 593
2020
Q1 		$229K Sell
3,285
-9,492
-74% -$840K 0.01% 660
2019
Q4 		$1.19M Buy
12,777
+437
+4% +$40.5K 0.04% 352
2019
Q3 		$1.16M Buy
12,340
+2,216
+22% +$202K 0.05% 265
2019
Q2 		$884K Buy
10,124
+6,220
+159% +$545K 0.04% 280
2019
Q1 		$340K Sell
3,904
-3,529
-47% -$292K 0.02% 496
2018
Q4 		$558K Sell
7,433
-10,740
-59% -$844K 0.07% 288
2018
Q3 		$1.45M Buy
18,173
+11,097
+157% +$905K 0.08% 134
2018
Q2 		$570K Sell
7,076
-313
-4% -$24.1K 0.04% 229
2018
Q1 		$558K Sell
7,389
-5,448
-42% -$413K 0.05% 193
2017
Q4 		$1.04M Buy
12,837
+7,430
+137% +$603K 0.1% 129
2017
Q3 		$432K Sell
5,407
-645
-11% -$51.8K 0.29% 88
2017
Q2 		$483K Sell
6,052
-855
-12% -$68K 0.06% 245
2017
Q1 		$542K Sell
6,907
-10,573
-60% -$825K 0.08% 217
2016
Q4 		$1.34M Sell
17,480
-1,802
-9% -$137K 0.31% 71
2016
Q3 		$1.55M Buy
19,282
+4,712
+32% +$390K 0.76% 30
2016
Q2 		$1.2M Sell
14,570
-1,972
-12% -$155K 0.65% 30
2016
Q1 		$1.29M Sell
16,542
-31,032
-65% -$2.25M 0.79% 22
2015
Q4 		$3.57M Buy
47,574
+43,655
+1,114% +$3.26M 0.42% 59
2015
Q3 		$278K Sell
3,919
-5,935
-60% -$432K 0.3% 82
2015
Q2 		$703K Sell
9,854
-6,251
-39% -$474K 0.67% 31
2015
Q1 		$1.28M Buy
16,105
+9,704
+152% +$776K 1.51% 21
2014
Q4 		$492K Buy
+6,401
New +$479K 0.58% 44

Other funds holding IYR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.53B AUM 37.62% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Simplicity Solutions's IYR Position: Q1 2021 in Review

Simplicity Solutions sold out of iShares US Real Estate ETF (IYR) in Q1 2021, closing a stake of 11,292 shares — an estimated $967K sold.

Simplicity Solutions first reported a position in IYR in Q4 2014 and held it in 24 quarters. The position peaked at $3.57M in Q4 2015. 437 funds tracked by Wall St. Rank hold IYR as of Q1 2021.

  • Simplicity Solutions reported no remaining iShares US Real Estate ETF position as of Q1 2021 after selling out during the quarter.
  • Simplicity Solutions sold 11,292 iShares US Real Estate ETF shares in Q1 2021, an estimated $967K.
  • Simplicity Solutions first reported a position in iShares US Real Estate ETF in Q4 2014 and held it in 24 quarters.
  • Simplicity Solutions's iShares US Real Estate ETF position peaked at $3.57M in Q4 2015.
  • 437 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2021.

Based on Simplicity Solutions's 13F filing for Q1 2021, filed 13 May 2021.