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Surevest’s iShares US Real Estate ETF IYR Stock Holding History

Surevest’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
Q3 		$856K Buy
10,516
+792
+8% +$75K 0.23% 94
2022
Q2 		$894K Buy
9,724
+191
+2% +$19K 0.23% 92
2022
Q1 		$1.03M Buy
9,533
+8,591
+912% +$907K 0.25% 91
2021
Q4 		$109K Buy
+942
New +$103K 0.03% 144

Other funds holding IYR

CWM
CIBC World Markets New York $20.8B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $11.5B AUM 18.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Surevest's IYR Position: Q3 2022 in Review

Surevest increased its iShares US Real Estate ETF (IYR) stake by 8.1% in Q3 2022, buying an estimated $75K and bringing the position to 10,516 shares worth $856K. The position accounts for 0.23% of the portfolio, ranked #94.

Surevest first reported a position in IYR in Q4 2021 and has held it in 4 quarters since. The position peaked at $1.03M in Q1 2022. 498 funds tracked by Wall St. Rank hold IYR as of Q3 2022.

  • Surevest held 10,516 shares of iShares US Real Estate ETF worth $856K as of Q3 2022.
  • Surevest bought 792 iShares US Real Estate ETF shares in Q3 2022, an estimated $75K.
  • iShares US Real Estate ETF made up 0.23% of Surevest's portfolio in Q3 2022, its #94 holding.
  • Surevest first reported a position in iShares US Real Estate ETF in Q4 2021 and has held it in 4 quarters since.
  • Surevest's iShares US Real Estate ETF position peaked at $1.03M in Q1 2022.
  • 498 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.