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

Moran 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
-6,795
Closed -$588K – 389
2023
Q2 		$588K Sell
6,795
-10,140
-60% -$852K 0.02% 298
2023
Q1 		$1.44M Sell
16,935
-76,102
-82% -$6.66M 0.05% 240
2022
Q4 		$7.83M Buy
+93,037
New +$7.81M 0.3% 108

Other funds holding IYR

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Moran Wealth Management sold out of iShares US Real Estate ETF (IYR) in Q3 2023, closing a stake of 6,795 shares — an estimated $588K sold.

Moran Wealth Management first reported a position in IYR in Q4 2022 and held it in 3 quarters. The position peaked at $7.83M in Q4 2022. 458 funds tracked by Wall St. Rank hold IYR as of Q3 2023.

  • Moran Wealth Management reported no remaining iShares US Real Estate ETF position as of Q3 2023 after selling out during the quarter.
  • Moran Wealth Management sold 6,795 iShares US Real Estate ETF shares in Q3 2023, an estimated $588K.
  • Moran Wealth Management first reported a position in iShares US Real Estate ETF in Q4 2022 and held it in 3 quarters.
  • Moran Wealth Management's iShares US Real Estate ETF position peaked at $7.83M in Q4 2022.
  • 458 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2023.

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