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

Meridian 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
2020
Q2 		– Sell
-7,550
Closed -$525K – 238
2020
Q1 		$525K Buy
+7,550
New +$668K 0.23% 93

Other funds holding IYR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 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 $12.8B AUM 19.73% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
PP
Paloma Partners Greenwich, Connecticut $510M AUM 286.05% 1-Year Est. Return

Meridian Wealth Management's IYR Position: Q2 2020 in Review

Meridian Wealth Management sold out of iShares US Real Estate ETF (IYR) in Q2 2020, closing a stake of 7,550 shares — an estimated $525K sold.

Meridian Wealth Management first reported a position in IYR in Q1 2020 and held it in 1 quarter. The position peaked at $525K in Q1 2020. 416 funds tracked by Wall St. Rank hold IYR as of Q2 2020.

  • Meridian Wealth Management reported no remaining iShares US Real Estate ETF position as of Q2 2020 after selling out during the quarter.
  • Meridian Wealth Management sold 7,550 iShares US Real Estate ETF shares in Q2 2020, an estimated $525K.
  • Meridian Wealth Management first reported a position in iShares US Real Estate ETF in Q1 2020 and held it in 1 quarter.
  • Meridian Wealth Management's iShares US Real Estate ETF position peaked at $525K in Q1 2020.
  • 416 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2020.

Based on Meridian Wealth Management's 13F filing for Q2 2020, filed 15 Jul 2020.