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Voya Financial Advisors’s iShares US Real Estate ETF IYR Stock Holding History

Voya Financial Advisors’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
2020
Q3 		– Sell
-4,548
Closed -$354K – 608
2020
Q2 		$354K Sell
4,548
-767
-14% -$58.1K 0.02% 443
2020
Q1 		$381K Sell
5,315
-30,151
-85% -$2.67M 0.02% 397
2019
Q4 		$3.28M Sell
35,466
-4,936
-12% -$458K 0.16% 107
2019
Q3 		$3.77M Sell
40,402
-2,656
-6% -$242K 0.2% 88
2019
Q2 		$3.76M Sell
43,058
-5,650
-12% -$495K 0.2% 96
2019
Q1 		$4.24M Buy
48,708
+41,789
+604% +$3.46M 0.25% 85
2018
Q4 		$517K Sell
6,919
-962
-12% -$75.6K 0.03% 313
2018
Q3 		$623K Buy
7,881
+121
+2% +$9.87K 0.04% 306
2018
Q2 		$624K Sell
7,760
-830
-10% -$63.9K 0.04% 284
2018
Q1 		$648K Sell
8,590
-783
-8% -$59.4K 0.04% 278
2017
Q4 		$759K Sell
9,373
-27,648
-75% -$2.24M 0.05% 267
2017
Q3 		$2.95M Buy
37,021
+27,405
+285% +$2.2M 0.2% 109
2017
Q2 		$767K Buy
9,616
+850
+10% +$67.6K 0.05% 245
2017
Q1 		$683K Buy
8,766
+267
+3% +$20.8K 0.05% 241
2016
Q4 		$648K Sell
8,499
-27,950
-77% -$2.12M 0.06% 235
2016
Q3 		$2.95M Buy
36,449
+11,199
+44% +$927K 0.3% 66
2016
Q2 		$2.06M Buy
25,250
+17,339
+219% +$1.36M 0.24% 80
2016
Q1 		$612K Sell
7,911
-296
-4% -$21.5K 0.09% 177
2015
Q4 		$621K Buy
8,207
+4,428
+117% +$331K 0.09% 166
2015
Q3 		$265K Buy
+3,779
New +$275K 0.05% 249
2015
Q2 		– Sell
-3,980
Closed -$318K – 342
2015
Q1 		$318K Buy
+3,980
New +$318K 0.06% 228

Other funds holding IYR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Voya Financial Advisors's IYR Position: Q3 2020 in Review

Voya Financial Advisors sold out of iShares US Real Estate ETF (IYR) in Q3 2020, closing a stake of 4,548 shares — an estimated $354K sold.

Voya Financial Advisors first reported a position in IYR in Q1 2015 and held it in 21 quarters. The position peaked at $4.24M in Q1 2019. 392 funds tracked by Wall St. Rank hold IYR as of Q3 2020.

  • Voya Financial Advisors reported no remaining iShares US Real Estate ETF position as of Q3 2020 after selling out during the quarter.
  • Voya Financial Advisors sold 4,548 iShares US Real Estate ETF shares in Q3 2020, an estimated $354K.
  • Voya Financial Advisors first reported a position in iShares US Real Estate ETF in Q1 2015 and held it in 21 quarters.
  • Voya Financial Advisors's iShares US Real Estate ETF position peaked at $4.24M in Q1 2019.
  • 392 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2020.

Based on Voya Financial Advisors's 13F filing for Q3 2020, filed 16 Nov 2020.