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

TD Ameritrade 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
2023
Q3 		– Sell
-2,173
Closed -$188K – 259
2023
Q2 		$188K Sell
2,173
-493
-18% -$41.4K ﹤0.01% 173
2023
Q1 		$226K Sell
2,666
-1,413
-35% -$124K ﹤0.01% 171
2022
Q4 		$343K Sell
4,079
-1,178
-22% -$98.9K ﹤0.01% 158
2022
Q3 		$428K Sell
5,257
-708
-12% -$67K ﹤0.01% 150
2022
Q2 		$549K Sell
5,965
-2,052
-26% -$205K ﹤0.01% 150
2022
Q1 		$868K Sell
8,017
-1,286
-14% -$136K 0.01% 146
2021
Q4 		$1.08M Sell
9,303
-2,730
-23% -$299K 0.01% 126
2021
Q3 		$961K Buy
12,033
+772
+7% +$82.1K 0.01% 117
2021
Q2 		$1.15M Sell
11,261
-1,055
-9% -$105K 0.01% 113
2021
Q1 		$1.05M Hold
12,316
– – 0.01% 113
2020
Q4 		$1.05M Buy
12,316
+283
+2% +$23.6K 0.01% 113
2020
Q3 		$961K Buy
12,033
+3,866
+47% +$312K 0.01% 117
2020
Q2 		$644K Sell
8,167
-1,957
-19% -$148K 0.01% 142
2020
Q1 		$704K Buy
10,124
+2,330
+30% +$206K 0.01% 138
2019
Q4 		$725K Buy
7,794
+3,326
+74% +$308K 0.01% 151
2019
Q3 		$418K Buy
4,468
+1,490
+50% +$136K ﹤0.01% 168
2019
Q2 		$260K Buy
2,978
+2,426
+439% +$212K ﹤0.01% 180
2019
Q1 		$48K Buy
552
+140
+34% +$11.6K ﹤0.01% 246
2018
Q4 		$31K Buy
+412
New +$32.4K ﹤0.01% 267
2015
Q4 		– Sell
-9
Closed -$1K – 88
2015
Q3 		$1K Sell
9
-4
-31% -$291 ﹤0.01% 84
2015
Q2 		$1K Buy
13
+1
+8% +$76 ﹤0.01% 84
2015
Q1 		$1K Hold
12
– – ﹤0.01% 86
2014
Q4 		$1K Sell
12
-3
-20% -$224 ﹤0.01% 83
2014
Q3 		$1K Sell
15
-1
-6% -$72 ﹤0.01% 84
2014
Q2 		$1K Sell
16
-1,577
-99% -$111K ﹤0.01% 83
2014
Q1 		$108K Buy
1,593
+115
+8% +$7.63K ﹤0.01% 70
2013
Q4 		$93K Sell
1,478
-336
-19% -$21.6K ﹤0.01% 71
2013
Q3 		$116K Buy
1,814
+299
+20% +$19.5K ﹤0.01% 71
2013
Q2 		$101K Buy
+1,515
New +$107K ﹤0.01% 70

Other funds holding IYR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

TD Ameritrade Investment Management's IYR Position: Q3 2023 in Review

TD Ameritrade Investment Management sold out of iShares US Real Estate ETF (IYR) in Q3 2023, closing a stake of 2,173 shares — an estimated $188K sold.

TD Ameritrade Investment Management first reported a position in IYR in Q2 2013 and held it in 29 quarters. The position peaked at $1.15M in Q2 2021. 458 funds tracked by Wall St. Rank hold IYR as of Q3 2023.

  • TD Ameritrade Investment Management reported no remaining iShares US Real Estate ETF position as of Q3 2023 after selling out during the quarter.
  • TD Ameritrade Investment Management sold 2,173 iShares US Real Estate ETF shares in Q3 2023, an estimated $188K.
  • TD Ameritrade Investment Management first reported a position in iShares US Real Estate ETF in Q2 2013 and held it in 29 quarters.
  • TD Ameritrade Investment Management's iShares US Real Estate ETF position peaked at $1.15M in Q2 2021.
  • 458 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2023.

Based on TD Ameritrade Investment Management's 13F filing for Q3 2023.