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

Laidlaw 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
-9,486
Closed -$821K – 324
2023
Q2 		$821K Buy
9,486
+119
+1% +$9.99K 0.16% 143
2023
Q1 		$795K Sell
9,367
-314
-3% -$27.5K 0.16% 151
2022
Q4 		$815K Buy
9,681
+869
+10% +$73K 0.17% 144
2022
Q3 		$717K Sell
8,812
-477
-5% -$45.2K 0.17% 139
2022
Q2 		$854K Sell
9,289
-1,437
-13% -$143K 0.17% 141
2022
Q1 		$1.16M Buy
10,726
+211
+2% +$22.3K 0.19% 126
2021
Q4 		$1.22M Buy
+10,515
New +$1.15M 0.2% 128
2021
Q1 		– Sell
-8,278
Closed -$709K – 292
2020
Q4 		$709K Buy
+8,278
New +$689K 0.15% 154

Other funds holding IYR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Laidlaw Wealth Management's IYR Position: Q3 2023 in Review

Laidlaw Wealth Management sold out of iShares US Real Estate ETF (IYR) in Q3 2023, closing a stake of 9,486 shares — an estimated $821K sold.

Laidlaw Wealth Management first reported a position in IYR in Q4 2020 and held it in 8 quarters. The position peaked at $1.22M in Q4 2021. 458 funds tracked by Wall St. Rank hold IYR as of Q3 2023.

  • Laidlaw Wealth Management reported no remaining iShares US Real Estate ETF position as of Q3 2023 after selling out during the quarter.
  • Laidlaw Wealth Management sold 9,486 iShares US Real Estate ETF shares in Q3 2023, an estimated $821K.
  • Laidlaw Wealth Management first reported a position in iShares US Real Estate ETF in Q4 2020 and held it in 8 quarters.
  • Laidlaw Wealth Management's iShares US Real Estate ETF position peaked at $1.22M in Q4 2021.
  • 458 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2023.

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