Integer Wealth Advisors Group’s iShares US Real Estate ETF IYR Stock Holding History

Integer Wealth Advisors Group’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
2021 Q1	$4.84M	Buy	51,500 +2,073	+4%	+$182K	2.64%	13
2020 Q4	$4.09M	Buy	49,427 +9,453	+24%	+$787K	2.7%	13
2020 Q3	$3.19M	Buy	39,974 +751	+2%	+$60.7K	2.93%	11
2020 Q2	$3.07M	Buy	39,223 +363	+0.9%	+$27.5K	3.14%	11
2020 Q1	$2.92M	Sell	38,860 -14,333	-27%	-$1.27M	3.31%	10
2019 Q4	$5.1M	Buy	+53,193	New	+$4.93M	5.05%	5

Other funds holding IYR

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

Integer Wealth Advisors Group's IYR Position: Q1 2021 in Review

Integer Wealth Advisors Group increased its iShares US Real Estate ETF (IYR) stake by 4.2% in Q1 2021, buying an estimated $182K and bringing the position to 51,500 shares worth $4.84M. The position accounts for 2.64% of the portfolio, ranked #13.

Integer Wealth Advisors Group first reported a position in IYR in Q4 2019 and has held it in 6 quarters since. The position peaked at $5.1M in Q4 2019. 436 funds tracked by Wall St. Rank hold IYR as of Q1 2021.

Integer Wealth Advisors Group held 51,500 shares of iShares US Real Estate ETF worth $4.84M as of Q1 2021.
Integer Wealth Advisors Group bought 2,073 iShares US Real Estate ETF shares in Q1 2021, an estimated $182K.
iShares US Real Estate ETF made up 2.64% of Integer Wealth Advisors Group's portfolio in Q1 2021, its #13 holding.
Integer Wealth Advisors Group first reported a position in iShares US Real Estate ETF in Q4 2019 and has held it in 6 quarters since.
Integer Wealth Advisors Group's iShares US Real Estate ETF position peaked at $5.1M in Q4 2019.
436 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2021.

Based on Integer Wealth Advisors Group's 13F filing for Q1 2021, filed 12 Apr 2021.