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

ICA Group 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
2023 Q3	–	Sell	-14	Closed	-$1.24K	–	719
2023 Q2	$1.24K	Sell	14 -58	-81%	-$4.87K	﹤0.01%	1181
2023 Q1	$6.13K	Hold	72	–	–	﹤0.01%	903
2022 Q4	$6.17K	Buy	+72	New	+$6.05K	﹤0.01%	926
2022 Q2	–	Sell	-10,743	Closed	-$1.05M	–	393
2022 Q1	$1.05M	Buy	+10,743	New	+$1.13M	0.2%	118

Other funds holding IYR

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

ICA Group Wealth Management's IYR Position: Q3 2023 in Review

ICA Group Wealth Management sold out of iShares US Real Estate ETF (IYR) in Q3 2023, closing a stake of 14 shares — an estimated $1.24K sold.

ICA Group Wealth Management first reported a position in IYR in Q1 2022 and held it in 4 quarters. The position peaked at $1.05M in Q1 2022. 458 funds tracked by Wall St. Rank hold IYR as of Q3 2023.

ICA Group Wealth Management reported no remaining iShares US Real Estate ETF position as of Q3 2023 after selling out during the quarter.
ICA Group Wealth Management sold 14 iShares US Real Estate ETF shares in Q3 2023, an estimated $1.24K.
ICA Group Wealth Management first reported a position in iShares US Real Estate ETF in Q1 2022 and held it in 4 quarters.
ICA Group Wealth Management's iShares US Real Estate ETF position peaked at $1.05M in Q1 2022.
458 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2023.

Based on ICA Group Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.