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Wintrust Investments’s iShares US Real Estate ETF IYR Stock Holding History

Wintrust Investments’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
Q4 		– Sell
-2,389
Closed -$245K – 426
2021
Q3 		$245K Sell
2,389
-49
-2% -$5.21K 0.03% 242
2021
Q2 		$248K Sell
2,438
-100
-4% -$9.93K 0.03% 376
2021
Q1 		$233K Buy
+2,538
New +$223K 0.02% 369
2020
Q4 		– Sell
-2,532
Closed -$202K – 281
2020
Q3 		$202K Buy
+2,532
New +$205K 0.03% 333
2020
Q1 		– Sell
-2,216
Closed -$206K – 348
2019
Q4 		$206K Sell
2,216
-60
-3% -$5.56K 0.03% 339
2019
Q3 		$213K Buy
+2,276
New +$207K 0.03% 338

Other funds holding IYR

Barclays
Barclays London, United Kingdom $416B AUM 33.63% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wintrust Investments's IYR Position: Q4 2021 in Review

Wintrust Investments sold out of iShares US Real Estate ETF (IYR) in Q4 2021, closing a stake of 2,389 shares — an estimated $245K sold.

Wintrust Investments first reported a position in IYR in Q3 2019 and held it in 6 quarters. The position peaked at $248K in Q2 2021. 578 funds tracked by Wall St. Rank hold IYR as of Q4 2021.

  • Wintrust Investments reported no remaining iShares US Real Estate ETF position as of Q4 2021 after selling out during the quarter.
  • Wintrust Investments sold 2,389 iShares US Real Estate ETF shares in Q4 2021, an estimated $245K.
  • Wintrust Investments first reported a position in iShares US Real Estate ETF in Q3 2019 and held it in 6 quarters.
  • Wintrust Investments's iShares US Real Estate ETF position peaked at $248K in Q2 2021.
  • 578 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q4 2021.

Based on Wintrust Investments's 13F filing for Q4 2021, filed 4 Feb 2022.