Envestnet Portfolio Solutions’s iShares US Real Estate ETF IYR Stock Holding History

Envestnet Portfolio Solutions’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
2024 Q3	–	Sell	-3,192	Closed	-$280K	–	1713
2024 Q2	$280K	Buy	+3,192	New	+$274K	﹤0.01%	1414
2024 Q1	–	Sell	-27,980	Closed	-$2.56M	–	1629
2023 Q4	$2.56M	Buy	27,980 +23,914	+588%	+$1.96M	0.01%	521
2023 Q3	$318K	Buy	+4,066	New	+$347K	﹤0.01%	1199

Other funds holding IYR

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return

CWM

CIBC World Markets New York $20.8B AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Portfolio Solutions's IYR Position: Q3 2024 in Review

Envestnet Portfolio Solutions sold out of iShares US Real Estate ETF (IYR) in Q3 2024, closing a stake of 3,192 shares — an estimated $280K sold.

Envestnet Portfolio Solutions first reported a position in IYR in Q3 2023 and held it in 3 quarters. The position peaked at $2.56M in Q4 2023. 501 funds tracked by Wall St. Rank hold IYR as of Q3 2024.

Envestnet Portfolio Solutions reported no remaining iShares US Real Estate ETF position as of Q3 2024 after selling out during the quarter.
Envestnet Portfolio Solutions sold 3,192 iShares US Real Estate ETF shares in Q3 2024, an estimated $280K.
Envestnet Portfolio Solutions first reported a position in iShares US Real Estate ETF in Q3 2023 and held it in 3 quarters.
Envestnet Portfolio Solutions's iShares US Real Estate ETF position peaked at $2.56M in Q4 2023.
501 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2024.

Based on Envestnet Portfolio Solutions's 13F filing for Q3 2024, filed 31 Oct 2024.