AWM
IYR icon

Altium Wealth Management’s iShares US Real Estate ETF IYR Stock Holding History

Altium Wealth Management’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
2019
Q2 		– Sell
-2,451
Closed -$213K – 289
2019
Q1 		$213K Buy
+2,451
New +$203K 0.03% 255

Other funds holding IYR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Altium Wealth Management's IYR Position: Q2 2019 in Review

Altium Wealth Management sold out of iShares US Real Estate ETF (IYR) in Q2 2019, closing a stake of 2,451 shares — an estimated $213K sold.

Altium Wealth Management first reported a position in IYR in Q1 2019 and held it in 1 quarter. The position peaked at $213K in Q1 2019. 443 funds tracked by Wall St. Rank hold IYR as of Q2 2019.

  • Altium Wealth Management reported no remaining iShares US Real Estate ETF position as of Q2 2019 after selling out during the quarter.
  • Altium Wealth Management sold 2,451 iShares US Real Estate ETF shares in Q2 2019, an estimated $213K.
  • Altium Wealth Management first reported a position in iShares US Real Estate ETF in Q1 2019 and held it in 1 quarter.
  • Altium Wealth Management's iShares US Real Estate ETF position peaked at $213K in Q1 2019.
  • 443 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2019.

Based on Altium Wealth Management's 13F filing for Q2 2019, filed 18 Jul 2019.