Baldwin Wealth Partners’s iShares US Real Estate ETF IYR Stock Holding History

Baldwin Wealth Partners’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	-36	Closed	-$3.29K	–	713
2023 Q4	$3.29K	Sell	36 -715	-95%	-$58.5K	﹤0.01%	647
2023 Q3	$58.7K	Hold	751	–	–	0.01%	371
2023 Q2	$65K	Hold	751	–	–	0.01%	378
2023 Q1	$63.8K	Hold	751	–	–	0.01%	389
2022 Q4	$63.2K	Hold	751	–	–	0.01%	381
2022 Q3	$61K	Hold	751	–	–	0.01%	307
2022 Q2	$69K	Hold	751	–	–	0.01%	302
2022 Q1	$81K	Buy	751 +456	+155%	+$48.1K	0.01%	301
2021 Q4	$34K	Hold	295	–	–	﹤0.01%	397
2021 Q3	$30K	Buy	295 +36	+14%	+$3.83K	﹤0.01%	407
2021 Q2	$26K	Hold	259	–	–	﹤0.01%	441
2021 Q1	$24K	Buy	+259	New	+$22.7K	﹤0.01%	435

Other funds holding IYR

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

CWM

CIBC World Markets New York $20.8B AUM

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

Baldwin Wealth Partners's IYR Position: Q1 2024 in Review

Baldwin Wealth Partners sold out of iShares US Real Estate ETF (IYR) in Q1 2024, closing a stake of 36 shares — an estimated $3.29K sold.

Baldwin Wealth Partners first reported a position in IYR in Q1 2021 and held it in 12 quarters. The position peaked at $81K in Q1 2022. 472 funds tracked by Wall St. Rank hold IYR as of Q1 2024.

Baldwin Wealth Partners reported no remaining iShares US Real Estate ETF position as of Q1 2024 after selling out during the quarter.
Baldwin Wealth Partners sold 36 iShares US Real Estate ETF shares in Q1 2024, an estimated $3.29K.
Baldwin Wealth Partners first reported a position in iShares US Real Estate ETF in Q1 2021 and held it in 12 quarters.
Baldwin Wealth Partners's iShares US Real Estate ETF position peaked at $81K in Q1 2022.
472 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2024.

Based on Baldwin Wealth Partners's 13F filing for Q1 2024, filed 12 Apr 2024.