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

Connecticut 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
2023
Q2 		– Sell
-23,345
Closed -$1.98M – 269
2023
Q1 		$1.98M Buy
+23,345
New +$2.04M 0.15% 67

Other funds holding IYR

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 $12.8B AUM 19.73% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Connecticut Wealth Management's IYR Position: Q2 2023 in Review

Connecticut Wealth Management sold out of iShares US Real Estate ETF (IYR) in Q2 2023, closing a stake of 23,345 shares — an estimated $1.98M sold.

Connecticut Wealth Management first reported a position in IYR in Q1 2023 and held it in 1 quarter. The position peaked at $1.98M in Q1 2023. 481 funds tracked by Wall St. Rank hold IYR as of Q2 2023.

  • Connecticut Wealth Management reported no remaining iShares US Real Estate ETF position as of Q2 2023 after selling out during the quarter.
  • Connecticut Wealth Management sold 23,345 iShares US Real Estate ETF shares in Q2 2023, an estimated $1.98M.
  • Connecticut Wealth Management first reported a position in iShares US Real Estate ETF in Q1 2023 and held it in 1 quarter.
  • Connecticut Wealth Management's iShares US Real Estate ETF position peaked at $1.98M in Q1 2023.
  • 481 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2023.

Based on Connecticut Wealth Management's 13F filing for Q2 2023, filed 25 Jul 2023.