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

Sonora 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
2021
Q3 		$5K Hold
50
– – ﹤0.01% 878
2021
Q2 		$5K Hold
50
– – ﹤0.01% 807
2021
Q1 		$5K Buy
+50
New +$4.39K ﹤0.01% 1521
2019
Q1 		– Sell
-250
Closed -$22K – 1513
2018
Q4 		$22K Buy
+250
New +$19.6K ﹤0.01% 607
2018
Q1 		– Sell
-21
Closed -$1.7K – 1211
2017
Q4 		$1.7K Buy
+21
New +$1.71K ﹤0.01% 1089

Other funds holding IYR

Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
CWM
CIBC World Markets New York $20.8B AUM
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
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.53B AUM 37.62% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Sonora Investment Management's IYR Position: Q3 2021 in Review

Sonora Investment Management held its iShares US Real Estate ETF (IYR) position steady in Q3 2021 at 50 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #878.

Sonora Investment Management first reported a position in IYR in Q4 2017 and has held it in 5 quarters since. The position peaked at $22K in Q4 2018. 502 funds tracked by Wall St. Rank hold IYR as of Q3 2021.

  • Sonora Investment Management held 50 shares of iShares US Real Estate ETF worth $5K as of Q3 2021.
  • Sonora Investment Management left its iShares US Real Estate ETF share count unchanged in Q3 2021.
  • iShares US Real Estate ETF made up ﹤0.01% of Sonora Investment Management's portfolio in Q3 2021, its #878 holding.
  • Sonora Investment Management first reported a position in iShares US Real Estate ETF in Q4 2017 and has held it in 5 quarters since.
  • Sonora Investment Management's iShares US Real Estate ETF position peaked at $22K in Q4 2018.
  • 502 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.