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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
2020
Q4 		– Sell
-4,743
Closed -$379K – 407
2020
Q3 		$379K Buy
+4,743
New +$383K 0.1% 167

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.