GPWA
IYR icon

Great Point Wealth Advisors’s iShares US Real Estate ETF IYR Stock Holding History

Great Point Wealth Advisors’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
-2,732
Closed -$250K – 59
2023
Q4 		$250K Sell
2,732
-74
-3% -$6.06K 0.06% 55
2023
Q3 		$219K Sell
2,806
-67
-2% -$5.71K 0.07% 60
2023
Q2 		$249K Buy
2,873
+150
+6% +$12.6K 0.07% 58
2023
Q1 		$231K Buy
2,723
+53
+2% +$4.64K 0.07% 59
2022
Q4 		$225K Sell
2,670
-480
-15% -$40.3K 0.08% 58
2022
Q3 		$256K Sell
3,150
-6
-0.2% -$568 0.1% 58
2022
Q2 		$290K Sell
3,156
-18
-0.6% -$1.79K 0.1% 55
2022
Q1 		$343K Sell
3,174
-615
-16% -$64.9K 0.11% 47
2021
Q4 		$440K Sell
3,789
-2
-0.1% -$219 0.13% 40
2021
Q3 		$388K Sell
3,791
-155
-4% -$16.5K 0.13% 40
2021
Q2 		$402K Buy
3,946
+56
+1% +$5.56K 0.14% 41
2021
Q1 		$358K Buy
+3,890
New +$341K 0.14% 39
2020
Q1 		– Sell
-6,757
Closed -$628K – 46
2019
Q4 		$628K Buy
6,757
+289
+4% +$26.8K 0.39% 28
2019
Q3 		$605K Buy
6,468
+533
+9% +$48.5K 0.41% 27
2019
Q2 		$518K Sell
5,935
-13
-0.2% -$1.14K 0.42% 27
2019
Q1 		$517K Buy
5,948
+497
+9% +$41.1K 0.44% 28
2018
Q4 		$408K Buy
+5,451
New +$428K 0.39% 29

Other funds holding IYR

Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
CWM
CIBC World Markets New York $20.8B AUM
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

Great Point Wealth Advisors's IYR Position: Q1 2024 in Review

Great Point Wealth Advisors sold out of iShares US Real Estate ETF (IYR) in Q1 2024, closing a stake of 2,732 shares — an estimated $250K sold.

Great Point Wealth Advisors first reported a position in IYR in Q4 2018 and held it in 17 quarters. The position peaked at $628K in Q4 2019. 472 funds tracked by Wall St. Rank hold IYR as of Q1 2024.

  • Great Point Wealth Advisors reported no remaining iShares US Real Estate ETF position as of Q1 2024 after selling out during the quarter.
  • Great Point Wealth Advisors sold 2,732 iShares US Real Estate ETF shares in Q1 2024, an estimated $250K.
  • Great Point Wealth Advisors first reported a position in iShares US Real Estate ETF in Q4 2018 and held it in 17 quarters.
  • Great Point Wealth Advisors's iShares US Real Estate ETF position peaked at $628K in Q4 2019.
  • 472 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2024.

Based on Great Point Wealth Advisors's 13F filing for Q1 2024, filed 9 May 2024.