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

Atticus 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
Q3 		– Sell
-5
Closed -$1K – 430
2021
Q2 		$1K Hold
5
– – ﹤0.01% 366
2021
Q1 		$0 Sell
5
-295
-98% -$25.9K ﹤0.01% 355
2020
Q4 		$26K Hold
300
– – 0.01% 250
2020
Q3 		$24K Sell
300
-100
-25% -$8.08K 0.01% 216
2020
Q2 		$32K Hold
400
– – 0.02% 194
2020
Q1 		$28K Hold
400
– – 0.02% 191
2019
Q4 		$37K Buy
+400
New +$37.1K 0.02% 195

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 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
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Atticus Wealth Management's IYR Position: Q3 2021 in Review

Atticus Wealth Management sold out of iShares US Real Estate ETF (IYR) in Q3 2021, closing a stake of 5 shares — an estimated $1K sold.

Atticus Wealth Management first reported a position in IYR in Q4 2019 and held it in 7 quarters. The position peaked at $37K in Q4 2019. 502 funds tracked by Wall St. Rank hold IYR as of Q3 2021.

  • Atticus Wealth Management reported no remaining iShares US Real Estate ETF position as of Q3 2021 after selling out during the quarter.
  • Atticus Wealth Management sold 5 iShares US Real Estate ETF shares in Q3 2021, an estimated $1K.
  • Atticus Wealth Management first reported a position in iShares US Real Estate ETF in Q4 2019 and held it in 7 quarters.
  • Atticus Wealth Management's iShares US Real Estate ETF position peaked at $37K in Q4 2019.
  • 502 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2021.

Based on Atticus Wealth Management's 13F filing for Q3 2021, filed 18 Oct 2021.