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Avidian Wealth Enterprises’s iShares US Real Estate ETF IYR Stock Holding History

Avidian Wealth Enterprises’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
-2,255
Closed -$206K – 451
2023
Q4 		$206K Sell
2,255
-599
-21% -$49K 0.01% 399
2023
Q3 		$223K Buy
+2,854
New +$243K 0.02% 369
2022
Q3 		– Sell
-12,179
Closed -$1.12M – 444
2022
Q2 		$1.12M Sell
12,179
-232
-2% -$23.1K 0.08% 151
2022
Q1 		$1.34M Buy
12,411
+3,480
+39% +$367K 0.08% 157
2021
Q4 		$1.04M Buy
+8,931
New +$978K 0.06% 182

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 $11.5B AUM 18.72% 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

Avidian Wealth Enterprises's IYR Position: Q1 2024 in Review

Avidian Wealth Enterprises sold out of iShares US Real Estate ETF (IYR) in Q1 2024, closing a stake of 2,255 shares — an estimated $206K sold.

Avidian Wealth Enterprises first reported a position in IYR in Q4 2021 and held it in 5 quarters. The position peaked at $1.34M in Q1 2022. 472 funds tracked by Wall St. Rank hold IYR as of Q1 2024.

  • Avidian Wealth Enterprises reported no remaining iShares US Real Estate ETF position as of Q1 2024 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 2,255 iShares US Real Estate ETF shares in Q1 2024, an estimated $206K.
  • Avidian Wealth Enterprises first reported a position in iShares US Real Estate ETF in Q4 2021 and held it in 5 quarters.
  • Avidian Wealth Enterprises's iShares US Real Estate ETF position peaked at $1.34M in Q1 2022.
  • 472 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2024.

Based on Avidian Wealth Enterprises's 13F filing for Q1 2024, filed 3 May 2024.