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

Cypress 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
2023
Q4 		– Sell
-4,079
Closed -$319K – 250
2023
Q3 		$319K Sell
4,079
-120
-3% -$10.2K 0.09% 178
2023
Q2 		$372K Sell
4,199
-1,060
-20% -$89K 0.1% 163
2023
Q1 		$446K Sell
5,259
-147
-3% -$12.9K 0.13% 138
2022
Q4 		$455K Buy
5,406
+20
+0.4% +$1.68K 0.15% 132
2022
Q3 		$424K Sell
5,386
-250
-4% -$23.7K 0.14% 127
2022
Q2 		$518K Buy
5,636
+3,429
+155% +$342K 0.17% 111
2022
Q1 		$239K Sell
2,207
-37
-2% -$3.9K 0.07% 206
2021
Q4 		$261K Hold
2,244
– – 0.07% 189
2021
Q3 		$230K Hold
2,244
– – 0.07% 197
2021
Q2 		$229K Sell
2,244
-1,881
-46% -$187K 0.06% 236
2021
Q1 		$379K Sell
4,125
-447
-10% -$39.2K 0.08% 188
2020
Q4 		$392K Buy
+4,572
New +$381K 0.09% 176
2020
Q3 		– Sell
-4,754
Closed -$384K – 389
2020
Q2 		$375K Sell
4,754
-2,050
-30% -$155K 0.09% 176
2020
Q1 		$473K Buy
6,804
+1,465
+27% +$130K 0.14% 128
2019
Q4 		$497K Sell
5,339
-1
-0% -$93 0.13% 134
2019
Q3 		$500K Sell
5,340
-240
-4% -$21.9K 0.14% 131
2019
Q2 		$487K Buy
5,580
+145
+3% +$12.7K 0.14% 133
2019
Q1 		$473K Sell
5,435
-167
-3% -$13.8K 0.15% 124
2018
Q4 		$420K Buy
+5,602
New +$440K 0.17% 122

Other funds holding IYR

Barclays
Barclays London, United Kingdom $416B AUM 33.63% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

Cypress Wealth Services's IYR Position: Q4 2023 in Review

Cypress Wealth Services sold out of iShares US Real Estate ETF (IYR) in Q4 2023, closing a stake of 4,079 shares — an estimated $319K sold.

Cypress Wealth Services first reported a position in IYR in Q4 2018 and held it in 19 quarters. The position peaked at $518K in Q2 2022. 514 funds tracked by Wall St. Rank hold IYR as of Q4 2023.

  • Cypress Wealth Services reported no remaining iShares US Real Estate ETF position as of Q4 2023 after selling out during the quarter.
  • Cypress Wealth Services sold 4,079 iShares US Real Estate ETF shares in Q4 2023, an estimated $319K.
  • Cypress Wealth Services first reported a position in iShares US Real Estate ETF in Q4 2018 and held it in 19 quarters.
  • Cypress Wealth Services's iShares US Real Estate ETF position peaked at $518K in Q2 2022.
  • 514 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q4 2023.

Based on Cypress Wealth Services's 13F filing for Q4 2023, filed 11 Jan 2024.