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Romano Brothers & Co’s iShares US Real Estate ETF IYR Stock Holding History

Romano Brothers & Co’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
Q2 		– Sell
-2,497
Closed -$212K – 315
2023
Q1 		$212K Sell
2,497
-50
-2% -$4.37K 0.03% 287
2022
Q4 		$214K Hold
2,547
– – 0.03% 288
2022
Q3 		$207K Buy
+2,547
New +$241K 0.03% 281

Other funds holding IYR

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
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Romano Brothers & Co's IYR Position: Q2 2023 in Review

Romano Brothers & Co sold out of iShares US Real Estate ETF (IYR) in Q2 2023, closing a stake of 2,497 shares — an estimated $212K sold.

Romano Brothers & Co first reported a position in IYR in Q3 2022 and held it in 3 quarters. The position peaked at $214K in Q4 2022. 481 funds tracked by Wall St. Rank hold IYR as of Q2 2023.

  • Romano Brothers & Co reported no remaining iShares US Real Estate ETF position as of Q2 2023 after selling out during the quarter.
  • Romano Brothers & Co sold 2,497 iShares US Real Estate ETF shares in Q2 2023, an estimated $212K.
  • Romano Brothers & Co first reported a position in iShares US Real Estate ETF in Q3 2022 and held it in 3 quarters.
  • Romano Brothers & Co's iShares US Real Estate ETF position peaked at $214K in Q4 2022.
  • 481 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2023.

Based on Romano Brothers & Co's 13F filing for Q2 2023, filed 13 Jul 2023.