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Thompson Siegel & Walmsley’s iShares US Real Estate ETF IYR Stock Holding History

Thompson Siegel & Walmsley’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
2024
Q1 		– Sell
-981
Closed -$90K – 446
2023
Q4 		$90K Buy
981
+189
+24% +$15.5K ﹤0.01% 385
2023
Q3 		$62K Buy
792
+613
+342% +$52.2K ﹤0.01% 410
2023
Q2 		$15K Hold
179
– – ﹤0.01% 477
2023
Q1 		$15K Hold
179
– – ﹤0.01% 482
2022
Q4 		$15K Hold
179
– – ﹤0.01% 473
2022
Q3 		$15K Buy
+179
New +$16.9K ﹤0.01% 469
2016
Q2 		– Sell
-175
Closed -$14K – 798
2016
Q1 		$14K Buy
+175
New +$12.7K ﹤0.01% 563

Other funds holding IYR

Barclays
Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return
CWM
CIBC World Markets New York $19.9B AUM
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $4.96B AUM 31.83% 1-Year Est. Return