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

Cornerstone 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
Q3 		– Sell
-27,293
Closed -$2.36M – 534
2023
Q2 		$2.36M Buy
+27,293
New +$2.29M 0.21% 109
2018
Q4 		– Sell
-10,453
Closed -$130K – 760
2018
Q3 		$130K Sell
10,453
-9,973
-49% -$813K ﹤0.01% 1255
2018
Q2 		$255K Buy
+20,426
New +$1.57M ﹤0.01% 1246

Other funds holding IYR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cornerstone Wealth Management's IYR Position: Q3 2023 in Review

Cornerstone Wealth Management sold out of iShares US Real Estate ETF (IYR) in Q3 2023, closing a stake of 27,293 shares — an estimated $2.36M sold.

Cornerstone Wealth Management first reported a position in IYR in Q2 2018 and held it in 3 quarters. The position peaked at $2.36M in Q2 2023. 458 funds tracked by Wall St. Rank hold IYR as of Q3 2023.

  • Cornerstone Wealth Management reported no remaining iShares US Real Estate ETF position as of Q3 2023 after selling out during the quarter.
  • Cornerstone Wealth Management sold 27,293 iShares US Real Estate ETF shares in Q3 2023, an estimated $2.36M.
  • Cornerstone Wealth Management first reported a position in iShares US Real Estate ETF in Q2 2018 and held it in 3 quarters.
  • Cornerstone Wealth Management's iShares US Real Estate ETF position peaked at $2.36M in Q2 2023.
  • 458 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2023.

Based on Cornerstone Wealth Management's 13F filing for Q3 2023, filed 7 Nov 2023.