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

Connectus Wealth’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
Q1 		– Sell
-9,035
Closed -$763K – 452
2022
Q4 		$763K Buy
+9,035
New +$759K 0.02% 309
2022
Q2 		– Sell
-55,665
Closed -$6.46M – 457
2022
Q1 		$6.46M Buy
+55,665
New +$5.87M 0.2% 95

Other funds holding IYR

Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CWM
CIBC World Markets New York $20.8B AUM
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Connectus Wealth's IYR Position: Q1 2023 in Review

Connectus Wealth sold out of iShares US Real Estate ETF (IYR) in Q1 2023, closing a stake of 9,035 shares — an estimated $763K sold.

Connectus Wealth first reported a position in IYR in Q1 2022 and held it in 2 quarters. The position peaked at $6.46M in Q1 2022. 495 funds tracked by Wall St. Rank hold IYR as of Q1 2023.

  • Connectus Wealth reported no remaining iShares US Real Estate ETF position as of Q1 2023 after selling out during the quarter.
  • Connectus Wealth sold 9,035 iShares US Real Estate ETF shares in Q1 2023, an estimated $763K.
  • Connectus Wealth first reported a position in iShares US Real Estate ETF in Q1 2022 and held it in 2 quarters.
  • Connectus Wealth's iShares US Real Estate ETF position peaked at $6.46M in Q1 2022.
  • 495 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2023.

Based on Connectus Wealth's 13F filing for Q1 2023, filed 11 May 2023.