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Annapolis Financial Services’s iShares US Real Estate ETF IYR Stock Holding History

Annapolis Financial Services’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
2024
Q1 		– Sell
-1
Closed -$50 – 418
2023
Q4 		$50 Buy
+1
New +$82 ﹤0.01% 462

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
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

Annapolis Financial Services's IYR Position: Q1 2024 in Review

Annapolis Financial Services sold out of iShares US Real Estate ETF (IYR) in Q1 2024, closing a stake of 1 share — an estimated $50 sold.

Annapolis Financial Services first reported a position in IYR in Q4 2023 and held it in 1 quarter. The position peaked at $50 in Q4 2023. 472 funds tracked by Wall St. Rank hold IYR as of Q1 2024.

  • Annapolis Financial Services reported no remaining iShares US Real Estate ETF position as of Q1 2024 after selling out during the quarter.
  • Annapolis Financial Services sold 1 iShares US Real Estate ETF share in Q1 2024, an estimated $50.
  • Annapolis Financial Services first reported a position in iShares US Real Estate ETF in Q4 2023 and held it in 1 quarter.
  • Annapolis Financial Services's iShares US Real Estate ETF position peaked at $50 in Q4 2023.
  • 472 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2024.

Based on Annapolis Financial Services's 13F filing for Q1 2024, filed 17 Apr 2024.