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

Enzi 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
2023
Q3 		– Sell
-3,305
Closed -$295K – 59
2023
Q2 		$295K Sell
3,305
-12,872
-80% -$1.08M 0.15% 47
2023
Q1 		$1.37M Sell
16,177
-17,292
-52% -$1.51M 0.7% 18
2022
Q4 		$3.01M Sell
33,469
-2,900
-8% -$244K 1.44% 11
2022
Q3 		$3.2M Buy
+36,369
New +$3.44M 1.57% 11

Other funds holding IYR

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Enzi Wealth's IYR Position: Q3 2023 in Review

Enzi Wealth sold out of iShares US Real Estate ETF (IYR) in Q3 2023, closing a stake of 3,305 shares — an estimated $295K sold.

Enzi Wealth first reported a position in IYR in Q3 2022 and held it in 4 quarters. The position peaked at $3.2M in Q3 2022. 458 funds tracked by Wall St. Rank hold IYR as of Q3 2023.

  • Enzi Wealth reported no remaining iShares US Real Estate ETF position as of Q3 2023 after selling out during the quarter.
  • Enzi Wealth sold 3,305 iShares US Real Estate ETF shares in Q3 2023, an estimated $295K.
  • Enzi Wealth first reported a position in iShares US Real Estate ETF in Q3 2022 and held it in 4 quarters.
  • Enzi Wealth's iShares US Real Estate ETF position peaked at $3.2M in Q3 2022.
  • 458 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2023.

Based on Enzi Wealth's 13F filing for Q3 2023, filed 16 Oct 2023.