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

Emerson 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
Q2 		$93K Hold
1,013
– – 0.06% 29
2022
Q1 		$110K Hold
1,013
– – 0.06% 28
2021
Q4 		$118K Hold
1,013
– – 0.06% 26
2021
Q3 		$104K Hold
1,013
– – 0.06% 24
2021
Q2 		$103K Hold
1,013
– – 0.06% 25
2021
Q1 		$93K Buy
+1,013
New +$88.9K 0.06% 24
2019
Q3 		– Sell
-2,800
Closed -$244K – 23
2019
Q2 		$244K Buy
2,800
+126
+5% +$11K 0.18% 20
2019
Q1 		$233K Sell
2,674
-679
-20% -$56.1K 0.18% 24
2018
Q4 		$251K Buy
+3,353
New +$263K 0.24% 21

Other funds holding IYR

Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CWM
CIBC World Markets New York $20.8B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Emerson Wealth's IYR Position: Q2 2022 in Review

Emerson Wealth held its iShares US Real Estate ETF (IYR) position steady in Q2 2022 at 1,013 shares worth $93K. The position accounts for 0.06% of the portfolio, ranked #29.

Emerson Wealth first reported a position in IYR in Q4 2018 and has held it in 9 quarters since. The position peaked at $251K in Q4 2018. 521 funds tracked by Wall St. Rank hold IYR as of Q2 2022.

  • Emerson Wealth held 1,013 shares of iShares US Real Estate ETF worth $93K as of Q2 2022.
  • Emerson Wealth left its iShares US Real Estate ETF share count unchanged in Q2 2022.
  • iShares US Real Estate ETF made up 0.06% of Emerson Wealth's portfolio in Q2 2022, its #29 holding.
  • Emerson Wealth first reported a position in iShares US Real Estate ETF in Q4 2018 and has held it in 9 quarters since.
  • Emerson Wealth's iShares US Real Estate ETF position peaked at $251K in Q4 2018.
  • 521 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2022.

Based on Emerson Wealth's 13F filing for Q2 2022, filed 3 Aug 2022.