iShares U.S. Real Estate ETF $IYR Shares Acquired by CFM Wealth Partners LLC

CFM Wealth Partners LLC increased its stake in iShares U.S. Real Estate ETF (NYSEARCA:IYR) by 3.2% in the second quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 5,170 shares of the real estate investment trust’s stock after buying an additional 159 shares during the quarter. CFM Wealth Partners LLC’s holdings in iShares U.S. Real Estate ETF were worth $490,000 as of its most recent filing with the SEC.

Other large investors have also modified their holdings of the company. Wayfinding Financial LLC acquired a new stake in shares of iShares U.S. Real Estate ETF in the first quarter valued at about $39,000. Russell Investments Group Ltd. acquired a new stake in shares of iShares U.S. Real Estate ETF in the first quarter valued at about $43,000. Flaharty Asset Management LLC acquired a new stake in shares of iShares U.S. Real Estate ETF in the first quarter valued at about $45,000. Bellwether Advisors LLC grew its stake in shares of iShares U.S. Real Estate ETF by 19.5% in the first quarter. Bellwether Advisors LLC now owns 1,462 shares of the real estate investment trust’s stock valued at $139,000 after buying an additional 239 shares in the last quarter. Finally, Kestra Private Wealth Services LLC acquired a new stake in shares of iShares U.S. Real Estate ETF in the first quarter valued at about $201,000. Institutional investors and hedge funds own 98.41% of the company’s stock.

iShares U.S. Real Estate ETF Stock Performance

IYR stock opened at $96.00 on Tuesday. iShares U.S. Real Estate ETF has a 1 year low of $81.53 and a 1 year high of $103.46. The stock has a 50-day simple moving average of $96.38 and a 200-day simple moving average of $94.73. The firm has a market cap of $3.66 billion, a P/E ratio of 35.41 and a beta of 0.91.

iShares U.S. Real Estate ETF 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).