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

Focused 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
2024 Q1	–	Sell	-154	Closed	-$14.1K	–	579
2023 Q4	$14.1K	Buy	154 +3	+2%	+$246	﹤0.01%	493
2023 Q3	$11.8K	Hold	151	–	–	﹤0.01%	495
2023 Q2	$13.1K	Buy	151 +1	+0.7%	+$84	﹤0.01%	499
2023 Q1	$12.8K	Hold	150	–	–	﹤0.01%	499
2022 Q4	$12.6K	Buy	150 +2	+1%	+$168	﹤0.01%	490
2022 Q3	$12K	Buy	148 +1	+0.7%	+$95	﹤0.01%	464
2022 Q2	$13K	Buy	147 +1	+0.7%	+$100	﹤0.01%	467
2022 Q1	$16K	Buy	146 +1	+0.7%	+$106	﹤0.01%	482
2021 Q4	$17K	Buy	145 +1	+0.7%	+$110	﹤0.01%	509
2021 Q3	$15K	Hold	144	–	–	﹤0.01%	550
2021 Q2	$15K	Sell	144 -24	-14%	-$2.38K	﹤0.01%	551
2021 Q1	$15K	Sell	168 -99	-37%	-$8.69K	﹤0.01%	547
2020 Q4	$23K	Buy	267 +1	+0.4%	+$83	﹤0.01%	451
2020 Q3	$21K	Buy	266 +1	+0.4%	+$81	﹤0.01%	409
2020 Q2	$21K	Sell	265 -71	-21%	-$5.38K	﹤0.01%	398
2020 Q1	$23K	Hold	336	–	–	0.01%	357
2019 Q4	$31K	Buy	336 +2	+0.6%	+$185	0.01%	354
2019 Q3	$31K	Sell	334 -54	-14%	-$4.92K	0.01%	340
2019 Q2	$34K	Buy	388 +1	+0.3%	+$88	0.01%	358
2019 Q1	$34K	Buy	387 +1	+0.3%	+$83	0.01%	325
2018 Q4	$29K	Buy	386 +2	+0.5%	+$157	0.01%	345
2018 Q3	$31K	Buy	384 +2	+0.5%	+$163	0.01%	334
2018 Q2	$31K	Hold	382	–	–	0.01%	315
2018 Q1	$29K	Sell	382 -299	-44%	-$22.7K	0.01%	346
2017 Q4	$55K	Sell	681 -28	-4%	-$2.27K	0.02%	289
2017 Q3	$57K	Sell	709 -518	-42%	-$41.6K	0.02%	220
2017 Q2	$98K	Sell	1,227 -17	-1%	-$1.35K	0.04%	224
2017 Q1	$98K	Buy	1,244 +4	+0.3%	+$312	0.04%	216
2016 Q4	$95K	Buy	1,240 +9	+0.7%	+$684	0.04%	219
2016 Q3	$99K	Sell	1,231 -141	-10%	-$11.7K	0.04%	207
2016 Q2	$113K	Sell	1,372 -98	-7%	-$7.68K	0.05%	197
2016 Q1	$114K	Sell	1,470 -467	-24%	-$33.9K	0.06%	132
2015 Q4	$145K	Buy	1,937 +16	+0.8%	+$1.2K	0.08%	124
2015 Q3	$136K	Sell	1,921 -99	-5%	-$7.21K	0.09%	120
2015 Q2	$144K	Sell	2,020 -304	-13%	-$23.1K	0.09%	108
2015 Q1	$184K	Sell	2,324 -30	-1%	-$2.4K	0.11%	104
2014 Q4	$181K	Sell	2,354 -40	-2%	-$2.99K	0.13%	97
2014 Q3	$166K	Buy	2,394 +8	+0.3%	+$580	0.13%	109
2014 Q2	$171K	Sell	2,386 -51	-2%	-$3.59K	0.13%	95
2014 Q1	$165K	Sell	2,437 -53	-2%	-$3.52K	0.14%	95
2013 Q4	$157K	Sell	2,490 -1,168	-32%	-$75.2K	0.13%	103
2013 Q3	$233K	Buy	+3,658	New	+$239K	0.22%	74

Other funds holding IYR

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

CWM

CIBC World Markets New York $20.8B AUM

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

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

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

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

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

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

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

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

Focused Wealth Management's IYR Position: Q1 2024 in Review

Focused Wealth Management sold out of iShares US Real Estate ETF (IYR) in Q1 2024, closing a stake of 154 shares — an estimated $14.1K sold.

Focused Wealth Management first reported a position in IYR in Q3 2013 and held it in 42 quarters. The position peaked at $233K in Q3 2013. 472 funds tracked by Wall St. Rank hold IYR as of Q1 2024.

Focused Wealth Management reported no remaining iShares US Real Estate ETF position as of Q1 2024 after selling out during the quarter.
Focused Wealth Management sold 154 iShares US Real Estate ETF shares in Q1 2024, an estimated $14.1K.
Focused Wealth Management first reported a position in iShares US Real Estate ETF in Q3 2013 and held it in 42 quarters.
Focused Wealth Management's iShares US Real Estate ETF position peaked at $233K in Q3 2013.
472 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2024.

Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.