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

Imprint 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
2024
Q1 		$763K Buy
+8,625
New +$763K 0.18% 113

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 $12.8B AUM 19.73% 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

Imprint Wealth's IYR Position: Q1 2024 in Review

Imprint Wealth opened a new position in iShares US Real Estate ETF (IYR) in Q1 2024: 8,625 shares worth $763K. The stake represents 0.18% of the portfolio and ranks #113 among its holdings.

472 funds tracked by Wall St. Rank hold IYR as of Q1 2024.

  • Imprint Wealth held 8,625 shares of iShares US Real Estate ETF worth $763K as of Q1 2024.
  • iShares US Real Estate ETF was a new Imprint Wealth position in Q1 2024.
  • iShares US Real Estate ETF made up 0.18% of Imprint Wealth's portfolio in Q1 2024, its #113 holding.
  • 472 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2024.

Based on Imprint Wealth's 13F filing for Q1 2024, filed 10 May 2024.