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Confluence Wealth Services’s iShares US Real Estate ETF IYR Stock Holding History

Confluence Wealth Services’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
Q1 		– Sell
-30
Closed -$3K – 704
2021
Q4 		$3K Buy
+30
New +$3.29K ﹤0.01% 1110

Other funds holding IYR

CWM
CIBC World Markets New York $20.8B AUM
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
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 $11.5B AUM 18.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Confluence Wealth Services's IYR Position: Q1 2022 in Review

Confluence Wealth Services sold out of iShares US Real Estate ETF (IYR) in Q1 2022, closing a stake of 30 shares — an estimated $3K sold.

Confluence Wealth Services first reported a position in IYR in Q4 2021 and held it in 1 quarter. The position peaked at $3K in Q4 2021. 545 funds tracked by Wall St. Rank hold IYR as of Q1 2022.

  • Confluence Wealth Services reported no remaining iShares US Real Estate ETF position as of Q1 2022 after selling out during the quarter.
  • Confluence Wealth Services sold 30 iShares US Real Estate ETF shares in Q1 2022, an estimated $3K.
  • Confluence Wealth Services first reported a position in iShares US Real Estate ETF in Q4 2021 and held it in 1 quarter.
  • Confluence Wealth Services's iShares US Real Estate ETF position peaked at $3K in Q4 2021.
  • 545 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2022.

Based on Confluence Wealth Services's 13F filing for Q1 2022, filed 26 Apr 2022.