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TD Private Client Wealth’s iShares US Real Estate ETF IYR Stock Holding History

TD Private Client 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
2024
Q2 		– Sell
-125
Closed -$11.2K – 1237
2024
Q1 		$11.2K Buy
+125
New +$11.1K ﹤0.01% 1025
2023
Q1 		– Sell
-23,436
Closed -$1.97M – 1256
2022
Q4 		$1.97M Buy
23,436
+587
+3% +$49.3K 0.09% 219
2022
Q3 		$1.86M Hold
22,849
– – 0.1% 216
2022
Q2 		$2.1M Sell
22,849
-677
-3% -$67.5K 0.1% 199
2022
Q1 		$2.55M Buy
23,526
+127
+0.5% +$13.4K 0.11% 191
2021
Q4 		$2.72M Buy
23,399
+48
+0.2% +$5.26K 0.11% 184
2021
Q3 		$2.39M Sell
23,351
-1,682
-7% -$179K 0.1% 199
2021
Q2 		$2.55M Sell
25,033
-562
-2% -$55.8K 0.11% 196
2021
Q1 		$2.35M Sell
25,595
-4,211
-14% -$370K 0.11% 198
2020
Q4 		$2.55M Buy
+29,806
New +$2.48M 0.13% 171
2020
Q1 		– Sell
-57
Closed -$5.31K – 1105
2019
Q4 		$5.31K Buy
+57
New +$5.29K ﹤0.01% 811

Other funds holding IYR

BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 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
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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

TD Private Client Wealth's IYR Position: Q2 2024 in Review

TD Private Client Wealth sold out of iShares US Real Estate ETF (IYR) in Q2 2024, closing a stake of 125 shares — an estimated $11.2K sold.

TD Private Client Wealth first reported a position in IYR in Q4 2019 and held it in 11 quarters. The position peaked at $2.72M in Q4 2021. 463 funds tracked by Wall St. Rank hold IYR as of Q2 2024.

  • TD Private Client Wealth reported no remaining iShares US Real Estate ETF position as of Q2 2024 after selling out during the quarter.
  • TD Private Client Wealth sold 125 iShares US Real Estate ETF shares in Q2 2024, an estimated $11.2K.
  • TD Private Client Wealth first reported a position in iShares US Real Estate ETF in Q4 2019 and held it in 11 quarters.
  • TD Private Client Wealth's iShares US Real Estate ETF position peaked at $2.72M in Q4 2021.
  • 463 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2024.

Based on TD Private Client Wealth's 13F filing for Q2 2024, filed 14 Aug 2024.