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

DB Wealth Management Group’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
Q4 		– Sell
-828
Closed -$67K – 365
2022
Q3 		$67K Hold
828
– – 0.05% 128
2022
Q2 		$76K Hold
828
– – 0.05% 123
2022
Q1 		$90K Buy
828
+193
+30% +$20.4K 0.05% 123
2021
Q4 		$74K Buy
635
+618
+3,635% +$67.7K 0.04% 136
2021
Q3 		$2K Buy
+17
New +$1.81K ﹤0.01% 325

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

DB Wealth Management Group's IYR Position: Q4 2022 in Review

DB Wealth Management Group sold out of iShares US Real Estate ETF (IYR) in Q4 2022, closing a stake of 828 shares — an estimated $67K sold.

DB Wealth Management Group first reported a position in IYR in Q3 2021 and held it in 5 quarters. The position peaked at $90K in Q1 2022. 513 funds tracked by Wall St. Rank hold IYR as of Q4 2022.

  • DB Wealth Management Group reported no remaining iShares US Real Estate ETF position as of Q4 2022 after selling out during the quarter.
  • DB Wealth Management Group sold 828 iShares US Real Estate ETF shares in Q4 2022, an estimated $67K.
  • DB Wealth Management Group first reported a position in iShares US Real Estate ETF in Q3 2021 and held it in 5 quarters.
  • DB Wealth Management Group's iShares US Real Estate ETF position peaked at $90K in Q1 2022.
  • 513 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q4 2022.

Based on DB Wealth Management Group's 13F filing for Q4 2022, filed 13 Feb 2023.