B. Riley Wealth Management’s iShares US Real Estate ETF IYR Stock Holding History

B. Riley 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
2022 Q2	$227	Buy	2,471 +600	+32%	+$59.8K	﹤0.01%	622
2022 Q1	$203K	Sell	1,871 -324	-15%	-$34.2K	0.02%	559
2021 Q4	$255K	Buy	2,195 +65	+3%	+$7.12K	0.02%	512
2021 Q3	$218K	Buy	+2,130	New	+$227K	0.02%	544
2020 Q1	–	Sell	-2,710	Closed	-$252K	–	542
2019 Q4	$252K	Hold	2,710	–	–	0.04%	319
2019 Q3	$253K	Sell	2,710 -955	-26%	-$87K	0.04%	307
2019 Q2	$320	Sell	3,665 -12	-0.3%	-$1.05K	0.05%	271
2019 Q1	$320K	Buy	+3,677	New	+$304K	0.06%	266
2015 Q2	–	Sell	-2,836	Closed	-$224K	–	1046
2015 Q1	$224K	Buy	+2,836	New	+$227K	0.17%	185
2014 Q3	–	Sell	-39	Closed	-$2K	–	1114
2014 Q2	$2K	Hold	39	–	–	﹤0.01%	1037
2014 Q1	$3K	Buy	+39	New	+$2.59K	﹤0.01%	963

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

B. Riley Wealth Management's IYR Position: Q2 2022 in Review

B. Riley Wealth Management increased its iShares US Real Estate ETF (IYR) stake by 32% in Q2 2022, buying an estimated $59.8K and bringing the position to 2,471 shares worth $227. The position accounts for ﹤0.01% of the portfolio, ranked #622.

B. Riley Wealth Management first reported a position in IYR in Q1 2014 and has held it in 11 quarters since. The position peaked at $320K in Q1 2019. 521 funds tracked by Wall St. Rank hold IYR as of Q2 2022.

B. Riley Wealth Management held 2,471 shares of iShares US Real Estate ETF worth $227 as of Q2 2022.
B. Riley Wealth Management bought 600 iShares US Real Estate ETF shares in Q2 2022, an estimated $59.8K.
iShares US Real Estate ETF made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #622 holding.
B. Riley Wealth Management first reported a position in iShares US Real Estate ETF in Q1 2014 and has held it in 11 quarters since.
B. Riley Wealth Management's iShares US Real Estate ETF position peaked at $320K in Q1 2019.
521 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.