WS
IYR icon

Wedbush Securities’s iShares US Real Estate ETF IYR Stock Holding History

Wedbush Securities’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
Q2 		– Sell
-2,196
Closed -$238K – 1131
2022
Q1 		$238K Sell
2,196
-4
-0.2% -$422 0.01% 906
2021
Q4 		$256K Buy
2,200
+2
+0.1% +$219 0.01% 950
2021
Q3 		$225K Buy
2,198
+1
+0% +$106 0.01% 1002
2021
Q2 		$224K Buy
2,197
+1
+0% +$99 0.01% 1010
2021
Q1 		$202K Sell
2,196
-184
-8% -$16.1K 0.01% 981
2020
Q4 		$204K Buy
+2,380
New +$198K 0.02% 781
2020
Q3 		– Sell
-2,830
Closed -$223K – 975
2020
Q2 		$223K Sell
2,830
-205
-7% -$15.5K 0.02% 730
2020
Q1 		$211K Sell
3,035
-17,365
-85% -$1.54M 0.03% 673
2019
Q4 		$1.9M Buy
20,400
+1,361
+7% +$126K 0.17% 140
2019
Q3 		$1.78M Buy
19,039
+165
+0.9% +$15K 0.17% 136
2019
Q2 		$1.65M Buy
18,874
+16
+0.1% +$1.4K 0.17% 147
2019
Q1 		$1.64M Sell
18,858
-2,285
-11% -$189K 0.18% 130
2018
Q4 		$1.58M Sell
21,143
-1,125
-5% -$88.4K 0.2% 122
2018
Q3 		$1.78M Buy
22,268
+1,684
+8% +$137K 0.2% 108
2018
Q2 		$1.66M Buy
20,584
+15,305
+290% +$1.18M 0.21% 104
2018
Q1 		$398K Sell
5,279
-309
-6% -$23.4K 0.05% 430
2017
Q4 		$453K Hold
5,588
– – 0.06% 413
2017
Q3 		$446K Sell
5,588
-420
-7% -$33.7K 0.06% 421
2017
Q2 		$479K Hold
6,008
– – 0.06% 398
2017
Q1 		$472K Buy
6,008
+150
+3% +$11.7K 0.06% 375
2016
Q4 		$451K Sell
5,858
-1,765
-23% -$134K 0.07% 365
2016
Q3 		$615K Buy
7,623
+404
+6% +$33.4K 0.09% 255
2016
Q2 		$595K Sell
7,219
-1,020
-12% -$79.9K 0.1% 233
2016
Q1 		$641K Sell
8,239
-3,552
-30% -$258K 0.11% 201
2015
Q4 		$885K Buy
11,791
+955
+9% +$71.3K 0.16% 140
2015
Q3 		$769K Buy
10,836
+1,100
+11% +$80.1K 0.15% 154
2015
Q2 		$695K Buy
9,736
+375
+4% +$28.4K 0.13% 193
2015
Q1 		$743K Sell
9,361
-622
-6% -$49.8K 0.13% 181
2014
Q4 		$767K Buy
9,983
+256
+3% +$19.1K 0.12% 167
2014
Q3 		$673K Buy
9,727
+310
+3% +$22.5K 0.1% 196
2014
Q2 		$676K Sell
9,417
-679
-7% -$47.8K 0.11% 202
2014
Q1 		$683K Sell
10,096
-2,079
-17% -$138K 0.12% 180
2013
Q4 		$768K Sell
12,175
-164
-1% -$10.6K 0.18% 139
2013
Q3 		$787K Sell
12,339
-814
-6% -$53.2K 0.21% 122
2013
Q2 		$874K Buy
+13,153
New +$930K 0.24% 109

Other funds holding IYR

Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CWM
CIBC World Markets New York $20.8B AUM
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Wedbush Securities's IYR Position: Q2 2022 in Review

Wedbush Securities sold out of iShares US Real Estate ETF (IYR) in Q2 2022, closing a stake of 2,196 shares — an estimated $238K sold.

Wedbush Securities first reported a position in IYR in Q2 2013 and held it in 35 quarters. The position peaked at $1.9M in Q4 2019. 521 funds tracked by Wall St. Rank hold IYR as of Q2 2022.

  • Wedbush Securities reported no remaining iShares US Real Estate ETF position as of Q2 2022 after selling out during the quarter.
  • Wedbush Securities sold 2,196 iShares US Real Estate ETF shares in Q2 2022, an estimated $238K.
  • Wedbush Securities first reported a position in iShares US Real Estate ETF in Q2 2013 and held it in 35 quarters.
  • Wedbush Securities's iShares US Real Estate ETF position peaked at $1.9M in Q4 2019.
  • 521 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2022.

Based on Wedbush Securities's 13F filing for Q2 2022, filed 21 Jul 2022.