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

Endurance Wealth Management’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
Q2 		$0 Hold
5
– – ﹤0.01% 650
2023
Q1 		$0 Hold
5
– – ﹤0.01% 651
2022
Q4 		$0 Hold
5
– – ﹤0.01% 643
2022
Q3 		$0 Hold
5
– – ﹤0.01% 627
2022
Q2 		$0 Hold
5
– – ﹤0.01% 633
2022
Q1 		$1K Hold
5
– – ﹤0.01% 626
2021
Q4 		$1K Hold
5
– – ﹤0.01% 612
2021
Q3 		$1K Buy
+5
New +$532 ﹤0.01% 618

Other funds holding IYR

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Endurance Wealth Management's IYR Position: Q2 2023 in Review

Endurance Wealth Management held its iShares US Real Estate ETF (IYR) position steady in Q2 2023 at 5 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #650.

Endurance Wealth Management first reported a position in IYR in Q3 2021 and has held it in 8 quarters since. The position peaked at $1K in Q1 2022. 480 funds tracked by Wall St. Rank hold IYR as of Q2 2023.

  • Endurance Wealth Management held 5 shares of iShares US Real Estate ETF worth $0 as of Q2 2023.
  • Endurance Wealth Management left its iShares US Real Estate ETF share count unchanged in Q2 2023.
  • iShares US Real Estate ETF made up ﹤0.01% of Endurance Wealth Management's portfolio in Q2 2023, its #650 holding.
  • Endurance Wealth Management first reported a position in iShares US Real Estate ETF in Q3 2021 and has held it in 8 quarters since.
  • Endurance Wealth Management's iShares US Real Estate ETF position peaked at $1K in Q1 2022.
  • 480 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2023.

Based on Endurance Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.