iShares U.S. Real Estate ETF (NYSEARCA:IYR) Stock Holdings Trimmed by Balanced Wealth Group LLC

Balanced Wealth Group LLC decreased its holdings in iShares U.S. Real Estate ETF (NYSEARCA:IYR) by 17.1% in the 2nd quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 6,957 shares of the real estate investment trust’s stock after selling 1,433 shares during the quarter. Balanced Wealth Group LLC’s holdings in iShares U.S. Real Estate ETF were worth $605,000 as of its most recent filing with the SEC.

Other institutional investors and hedge funds also recently modified their holdings of the company. Cibc World Markets Corp lifted its holdings in iShares U.S. Real Estate ETF by 132,707.9% in the fourth quarter. Cibc World Markets Corp now owns 4,648,278 shares of the real estate investment trust’s stock worth $424,899,000 after purchasing an additional 4,644,778 shares during the period. Schroder Investment Management Group boosted its holdings in shares of iShares U.S. Real Estate ETF by 1,830.7% in the fourth quarter. Schroder Investment Management Group now owns 1,224,326 shares of the real estate investment trust’s stock valued at $111,916,000 after acquiring an additional 1,160,912 shares in the last quarter. Stifel Financial Corp increased its stake in shares of iShares U.S. Real Estate ETF by 5.0% during the fourth quarter. Stifel Financial Corp now owns 680,250 shares of the real estate investment trust’s stock valued at $62,182,000 after acquiring an additional 32,230 shares during the period. Capstone Investment Advisors LLC raised its holdings in iShares U.S. Real Estate ETF by 312.6% during the fourth quarter. Capstone Investment Advisors LLC now owns 455,741 shares of the real estate investment trust’s stock worth $41,659,000 after purchasing an additional 345,281 shares in the last quarter. Finally, Connable Office Inc. raised its holdings in iShares U.S. Real Estate ETF by 8.9% during the second quarter. Connable Office Inc. now owns 404,881 shares of the real estate investment trust’s stock worth $35,524,000 after purchasing an additional 33,203 shares in the last quarter.

iShares U.S. Real Estate ETF Stock Performance

Shares of NYSEARCA IYR opened at $102.27 on Friday. iShares U.S. Real Estate ETF has a 1 year low of $72.88 and a 1 year high of $104.04. The firm has a market cap of $3.45 billion, a P/E ratio of 26.05 and a beta of 0.98. The stock has a fifty day moving average price of $97.13 and a two-hundred day moving average price of $90.33.

iShares U.S. Real Estate ETF Company Profile

iShares U.S. Real Estate ETF, formerly iShares Dow Jones U.S. Real Estate Index Fund (the Fund), is a non-diversified fund. The Fund seeks investment results that correspond generally to the price and yield performance of the Dow Jones U.S. Real Estate Index (the Index). The Index measures the performance of the real estate sector of the United States equity market, and includes companies in the industry groups, such as real estate holding and development and real estate investment trusts (REITs).