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

National 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
2022
Q1 		– Sell
-2,121
Closed -$246K – 122
2021
Q4 		$246K Buy
+2,121
New +$232K 0.23% 106

Other funds holding IYR

CWM
CIBC World Markets New York $20.8B AUM
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

National Wealth Management Group's IYR Position: Q1 2022 in Review

National Wealth Management Group sold out of iShares US Real Estate ETF (IYR) in Q1 2022, closing a stake of 2,121 shares — an estimated $246K sold.

National Wealth Management Group first reported a position in IYR in Q4 2021 and held it in 1 quarter. The position peaked at $246K in Q4 2021. 545 funds tracked by Wall St. Rank hold IYR as of Q1 2022.

  • National Wealth Management Group reported no remaining iShares US Real Estate ETF position as of Q1 2022 after selling out during the quarter.
  • National Wealth Management Group sold 2,121 iShares US Real Estate ETF shares in Q1 2022, an estimated $246K.
  • National Wealth Management Group first reported a position in iShares US Real Estate ETF in Q4 2021 and held it in 1 quarter.
  • National Wealth Management Group's iShares US Real Estate ETF position peaked at $246K in Q4 2021.
  • 545 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2022.

Based on National Wealth Management Group's 13F filing for Q1 2022, filed 17 Nov 2023.