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

Kellett 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
Q2 		– Sell
-16,548
Closed -$1.49M – 81
2024
Q1 		$1.49M Buy
16,548
+5,211
+46% +$461K 1.03% 21
2023
Q4 		$1.04M Buy
+11,337
New +$928K 0.77% 22

Other funds holding IYR

BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
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
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Kellett Wealth Advisors's IYR Position: Q2 2024 in Review

Kellett Wealth Advisors sold out of iShares US Real Estate ETF (IYR) in Q2 2024, closing a stake of 16,548 shares — an estimated $1.49M sold.

Kellett Wealth Advisors first reported a position in IYR in Q4 2023 and held it in 2 quarters. The position peaked at $1.49M in Q1 2024. 463 funds tracked by Wall St. Rank hold IYR as of Q2 2024.

  • Kellett Wealth Advisors reported no remaining iShares US Real Estate ETF position as of Q2 2024 after selling out during the quarter.
  • Kellett Wealth Advisors sold 16,548 iShares US Real Estate ETF shares in Q2 2024, an estimated $1.49M.
  • Kellett Wealth Advisors first reported a position in iShares US Real Estate ETF in Q4 2023 and held it in 2 quarters.
  • Kellett Wealth Advisors's iShares US Real Estate ETF position peaked at $1.49M in Q1 2024.
  • 463 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2024.

Based on Kellett Wealth Advisors's 13F filing for Q2 2024, filed 12 Aug 2024.