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

SVB Wealth’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
Q1 		– Sell
-2,800
Closed -$236K – 1050
2022
Q4 		$236K Buy
+2,800
New +$235K ﹤0.01% 850
2022
Q2 		– Sell
-39
Closed -$4K – 796
2022
Q1 		$4K Sell
39
-1,861
-98% -$196K ﹤0.01% 785
2021
Q4 		$220K Buy
1,900
+1,861
+4,772% +$204K ﹤0.01% 671
2021
Q3 		$3K Hold
39
– – ﹤0.01% 995
2021
Q2 		$3K Sell
39
-234
-86% -$23.2K ﹤0.01% 980
2021
Q1 		$25K Sell
273
-315
-54% -$27.6K ﹤0.01% 895
2020
Q4 		$50K Buy
588
+234
+66% +$19.5K ﹤0.01% 818
2020
Q3 		$28K Hold
354
– – ﹤0.01% 715
2020
Q2 		$27K Buy
354
+315
+808% +$23.9K ﹤0.01% 603
2020
Q1 		$2K Sell
39
-2,633
-99% -$233K ﹤0.01% 578
2019
Q4 		$249K Buy
2,672
+220
+9% +$20.4K ﹤0.01% 530
2019
Q3 		$229K Sell
2,452
-83
-3% -$7.56K ﹤0.01% 469
2019
Q2 		$221K Buy
+2,535
New +$222K 0.01% 487

Other funds holding IYR

Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CWM
CIBC World Markets New York $20.8B AUM
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
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

SVB Wealth's IYR Position: Q1 2023 in Review

SVB Wealth sold out of iShares US Real Estate ETF (IYR) in Q1 2023, closing a stake of 2,800 shares — an estimated $236K sold.

SVB Wealth first reported a position in IYR in Q2 2019 and held it in 13 quarters. The position peaked at $249K in Q4 2019. 495 funds tracked by Wall St. Rank hold IYR as of Q1 2023.

  • SVB Wealth reported no remaining iShares US Real Estate ETF position as of Q1 2023 after selling out during the quarter.
  • SVB Wealth sold 2,800 iShares US Real Estate ETF shares in Q1 2023, an estimated $236K.
  • SVB Wealth first reported a position in iShares US Real Estate ETF in Q2 2019 and held it in 13 quarters.
  • SVB Wealth's iShares US Real Estate ETF position peaked at $249K in Q4 2019.
  • 495 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2023.

Based on SVB Wealth's 13F filing for Q1 2023, filed 12 May 2023.