Swaine & Leidel Wealth Services’s iShares US Real Estate ETF IYR Stock Holding History

Swaine & Leidel Wealth Services’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	$643K	Buy	+6,281	New	+$668K	0.57%	38
2020 Q1	–	Sell	-7,515	Closed	-$699K	–	58
2019 Q4	$699K	Hold	7,515	–	–	0.58%	40
2019 Q3	$703K	Buy	7,515 +925	+14%	+$84.2K	0.64%	39
2019 Q2	$575K	Buy	6,590 +1,585	+32%	+$139K	0.61%	37
2019 Q1	$436K	Buy	5,005 +1,549	+45%	+$128K	0.55%	37
2018 Q4	$293K	Buy	+3,456	New	+$272K	0.47%	36

Other funds holding IYR

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

CWM

CIBC World Markets New York $20.8B AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return

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 Paris, France $206B AUM 31.61% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Swaine & Leidel Wealth Services's IYR Position: Q3 2021 in Review

Swaine & Leidel Wealth Services opened a new position in iShares US Real Estate ETF (IYR) in Q3 2021: 6,281 shares worth $643K. The stake represents 0.57% of the portfolio and ranks #38 among its holdings. This is a return to the name: Swaine & Leidel Wealth Services previously reported a position in IYR as recently as Q4 2019.

Swaine & Leidel Wealth Services first reported a position in IYR in Q4 2018 and has held it in 6 quarters since. The position peaked at $703K in Q3 2019. 502 funds tracked by Wall St. Rank hold IYR as of Q3 2021.

Swaine & Leidel Wealth Services held 6,281 shares of iShares US Real Estate ETF worth $643K as of Q3 2021.
iShares US Real Estate ETF was a new Swaine & Leidel Wealth Services position in Q3 2021.
iShares US Real Estate ETF made up 0.57% of Swaine & Leidel Wealth Services's portfolio in Q3 2021, its #38 holding.
Swaine & Leidel Wealth Services first reported a position in iShares US Real Estate ETF in Q4 2018 and has held it in 6 quarters since.
Swaine & Leidel Wealth Services's iShares US Real Estate ETF position peaked at $703K in Q3 2019.
502 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2021.

Based on Swaine & Leidel Wealth Services's 13F filing for Q3 2021, filed 8 Nov 2021.