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

Centric 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
Q3 		– Sell
-13,947
Closed -$1.28M – 126
2022
Q2 		$1.28M Buy
+13,947
New +$1.39M 0.47% 61

Other funds holding IYR

CWM
CIBC World Markets New York $20.8B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $11.5B AUM 18.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Centric Wealth Management's IYR Position: Q3 2022 in Review

Centric Wealth Management sold out of iShares US Real Estate ETF (IYR) in Q3 2022, closing a stake of 13,947 shares — an estimated $1.28M sold.

Centric Wealth Management first reported a position in IYR in Q2 2022 and held it in 1 quarter. The position peaked at $1.28M in Q2 2022. 498 funds tracked by Wall St. Rank hold IYR as of Q3 2022.

  • Centric Wealth Management reported no remaining iShares US Real Estate ETF position as of Q3 2022 after selling out during the quarter.
  • Centric Wealth Management sold 13,947 iShares US Real Estate ETF shares in Q3 2022, an estimated $1.28M.
  • Centric Wealth Management first reported a position in iShares US Real Estate ETF in Q2 2022 and held it in 1 quarter.
  • Centric Wealth Management's iShares US Real Estate ETF position peaked at $1.28M in Q2 2022.
  • 498 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2022.

Based on Centric Wealth Management's 13F filing for Q3 2022, filed 5 Oct 2022.