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

Atlas Private 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
2021 Q2	–	Sell	-198	Closed	-$18K	–	246
2021 Q1	$18K	Buy	198 +28	+16%	+$2.46K	0.01%	265
2020 Q4	$15K	Hold	170	–	–	0.01%	282
2020 Q3	$14K	Hold	170	–	–	0.01%	284
2020 Q2	$13K	Hold	170	–	–	0.01%	306
2020 Q1	$12K	Sell	170 -65	-28%	-$5.75K	0.01%	293
2019 Q4	$22K	Buy	+235	New	+$21.8K	0.02%	279

Other funds holding IYR

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CWM

CIBC World Markets New York $20.8B AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Atlas Private Wealth Management's IYR Position: Q2 2021 in Review

Atlas Private Wealth Management sold out of iShares US Real Estate ETF (IYR) in Q2 2021, closing a stake of 198 shares — an estimated $18K sold.

Atlas Private Wealth Management first reported a position in IYR in Q4 2019 and held it in 6 quarters. The position peaked at $22K in Q4 2019. 470 funds tracked by Wall St. Rank hold IYR as of Q2 2021.

Atlas Private Wealth Management reported no remaining iShares US Real Estate ETF position as of Q2 2021 after selling out during the quarter.
Atlas Private Wealth Management sold 198 iShares US Real Estate ETF shares in Q2 2021, an estimated $18K.
Atlas Private Wealth Management first reported a position in iShares US Real Estate ETF in Q4 2019 and held it in 6 quarters.
Atlas Private Wealth Management's iShares US Real Estate ETF position peaked at $22K in Q4 2019.
470 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2021.

Based on Atlas Private Wealth Management's 13F filing for Q2 2021, filed 5 Aug 2021.