Horizons Wealth Management’s iShares International Developed Property ETF WPS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
-10,673
Closed -$294K 175
2024
Q2
$294K Sell
10,673
-5,384
-34% -$147K 0.23% 53
2024
Q1
$460K Hold
16,057
0.3% 38
2023
Q4
$460K Buy
16,057
+304
+2% +$7.88K 0.3% 38
2023
Q3
$395K Buy
15,753
+218
+1% +$5.75K 0.29% 44
2023
Q2
$405K Sell
15,535
-754
-5% -$20.3K 0.29% 42
2023
Q1
$438K Buy
16,289
+87
+0.5% +$2.44K 0.32% 38
2022
Q4
$444K Buy
16,202
+2,661
+20% +$69.7K 0.36% 35
2022
Q3
$336K Buy
13,541
+168
+1% +$4.87K 0.31% 36
2022
Q2
$410K Buy
+13,373
New +$431K 0.34% 33

Horizons Wealth Management's WPS Position: Q3 2024 in Review

Horizons Wealth Management sold out of iShares International Developed Property ETF (WPS) in Q3 2024, closing a stake of 10,673 shares — an estimated $294K sold.

Horizons Wealth Management first reported a position in WPS in Q2 2022 and held it in 9 quarters. The position peaked at $460K in Q1 2024. 0 funds tracked by Wall St. Rank hold WPS as of Q3 2024.

  • Horizons Wealth Management reported no remaining iShares International Developed Property ETF position as of Q3 2024 after selling out during the quarter.
  • Horizons Wealth Management sold 10,673 iShares International Developed Property ETF shares in Q3 2024, an estimated $294K.
  • Horizons Wealth Management first reported a position in iShares International Developed Property ETF in Q2 2022 and held it in 9 quarters.
  • Horizons Wealth Management's iShares International Developed Property ETF position peaked at $460K in Q1 2024.
  • 0 funds tracked by Wall St. Rank held iShares International Developed Property ETF as of Q3 2024.

Based on Horizons Wealth Management's 13F filing for Q3 2024, filed 8 Oct 2024.