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

CreativeOne 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
2022
Q1 		– Sell
-5,143
Closed -$597K – 775
2021
Q4 		$597K Sell
5,143
-13,109
-72% -$1.44M 0.03% 405
2021
Q3 		$1.87M Buy
+18,252
New +$1.94M 0.11% 159

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

CreativeOne Wealth's IYR Position: Q1 2022 in Review

CreativeOne Wealth sold out of iShares US Real Estate ETF (IYR) in Q1 2022, closing a stake of 5,143 shares — an estimated $597K sold.

CreativeOne Wealth first reported a position in IYR in Q3 2021 and held it in 2 quarters. The position peaked at $1.87M in Q3 2021. 545 funds tracked by Wall St. Rank hold IYR as of Q1 2022.

  • CreativeOne Wealth reported no remaining iShares US Real Estate ETF position as of Q1 2022 after selling out during the quarter.
  • CreativeOne Wealth sold 5,143 iShares US Real Estate ETF shares in Q1 2022, an estimated $597K.
  • CreativeOne Wealth first reported a position in iShares US Real Estate ETF in Q3 2021 and held it in 2 quarters.
  • CreativeOne Wealth's iShares US Real Estate ETF position peaked at $1.87M in Q3 2021.
  • 545 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2022.

Based on CreativeOne Wealth's 13F filing for Q1 2022, filed 13 May 2022.