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

Angeles 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
2023
Q1 		– Sell
-9
Closed -$758 – 218
2022
Q4 		$758 Hold
9
– – ﹤0.01% 211
2022
Q3 		$1K Hold
9
– – ﹤0.01% 212
2022
Q2 		$1K Hold
9
– – ﹤0.01% 197
2022
Q1 		$1K Buy
+9
New +$950 ﹤0.01% 192

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
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 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
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
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Angeles Wealth Management's IYR Position: Q1 2023 in Review

Angeles Wealth Management sold out of iShares US Real Estate ETF (IYR) in Q1 2023, closing a stake of 9 shares — an estimated $758 sold.

Angeles Wealth Management first reported a position in IYR in Q1 2022 and held it in 4 quarters. The position peaked at $1K in Q3 2022. 495 funds tracked by Wall St. Rank hold IYR as of Q1 2023.

  • Angeles Wealth Management reported no remaining iShares US Real Estate ETF position as of Q1 2023 after selling out during the quarter.
  • Angeles Wealth Management sold 9 iShares US Real Estate ETF shares in Q1 2023, an estimated $758.
  • Angeles Wealth Management first reported a position in iShares US Real Estate ETF in Q1 2022 and held it in 4 quarters.
  • Angeles Wealth Management's iShares US Real Estate ETF position peaked at $1K in Q3 2022.
  • 495 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2023.

Based on Angeles Wealth Management's 13F filing for Q1 2023, filed 11 May 2023.