KOMWMG
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Kerntke Otto McGlone Wealth Management Group’s iShares US Real Estate ETF IYR Stock Holding History

Kerntke Otto McGlone Wealth Management 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
2024
Q1 		– Sell
-19,308
Closed -$1.77M – 72
2023
Q4 		$1.77M Buy
19,308
+505
+3% +$41.3K 1.76% 15
2023
Q3 		$1.47M Buy
18,803
+307
+2% +$26.2K 1.52% 19
2023
Q2 		$1.6M Buy
18,496
+643
+4% +$54K 1.57% 17
2023
Q1 		$1.52M Sell
17,853
-3,886
-18% -$340K 1.56% 17
2022
Q4 		$1.83M Buy
21,739
+455
+2% +$38.2K 2.1% 16
2022
Q3 		$1.73M Sell
21,284
-587
-3% -$55.6K 2.61% 13
2022
Q2 		$2.01M Buy
21,871
+1,192
+6% +$119K 3% 13
2022
Q1 		$2.24M Buy
20,679
+3,322
+19% +$351K 5.12% 7
2021
Q4 		$2.02M Buy
17,357
+11,124
+178% +$1.22M 2.46% 12
2021
Q3 		$638K Sell
6,233
-1,309
-17% -$139K 1.9% 16
2021
Q2 		$769K Sell
7,542
-47
-0.6% -$4.67K 0.31% 55
2021
Q1 		$698K Buy
7,589
+347
+5% +$30.4K 0.37% 54
2020
Q4 		$620K Buy
7,242
+234
+3% +$19.5K 0.37% 59
2020
Q3 		$559K Buy
7,008
+94
+1% +$7.59K 0.41% 57
2020
Q2 		$545K Buy
6,914
+135
+2% +$10.2K 0.5% 51
2020
Q1 		$472K Sell
6,779
-528
-7% -$46.7K 0.53% 46
2019
Q4 		$680K Buy
+7,307
New +$677K 0.57% 48

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

Kerntke Otto McGlone Wealth Management Group's IYR Position: Q1 2024 in Review

Kerntke Otto McGlone Wealth Management Group sold out of iShares US Real Estate ETF (IYR) in Q1 2024, closing a stake of 19,308 shares — an estimated $1.77M sold.

Kerntke Otto McGlone Wealth Management Group first reported a position in IYR in Q4 2019 and held it in 17 quarters. The position peaked at $2.24M in Q1 2022. 472 funds tracked by Wall St. Rank hold IYR as of Q1 2024.

  • Kerntke Otto McGlone Wealth Management Group reported no remaining iShares US Real Estate ETF position as of Q1 2024 after selling out during the quarter.
  • Kerntke Otto McGlone Wealth Management Group sold 19,308 iShares US Real Estate ETF shares in Q1 2024, an estimated $1.77M.
  • Kerntke Otto McGlone Wealth Management Group first reported a position in iShares US Real Estate ETF in Q4 2019 and held it in 17 quarters.
  • Kerntke Otto McGlone Wealth Management Group's iShares US Real Estate ETF position peaked at $2.24M in Q1 2022.
  • 472 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2024.

Based on Kerntke Otto McGlone Wealth Management Group's 13F filing for Q1 2024, filed 10 May 2024.