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Tyler-Stone Wealth Management’s iShares US Real Estate ETF IYR Stock Holding History

Tyler-Stone 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
2024
Q2 		– Sell
-200
Closed -$18K – 1004
2024
Q1 		$18K Hold
200
– – 0.01% 542
2023
Q4 		$18.3K Hold
200
– – 0.01% 519
2023
Q3 		$16K Hold
200
– – 0.01% 522
2023
Q2 		$17K Buy
+200
New +$16.8K 0.01% 508
2022
Q4 		$17K Buy
+200
New +$16.8K 0.01% 466

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

Tyler-Stone Wealth Management's IYR Position: Q2 2024 in Review

Tyler-Stone Wealth Management sold out of iShares US Real Estate ETF (IYR) in Q2 2024, closing a stake of 200 shares — an estimated $18K sold.

Tyler-Stone Wealth Management first reported a position in IYR in Q4 2022 and held it in 5 quarters. The position peaked at $18.3K in Q4 2023. 463 funds tracked by Wall St. Rank hold IYR as of Q2 2024.

  • Tyler-Stone Wealth Management reported no remaining iShares US Real Estate ETF position as of Q2 2024 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 200 iShares US Real Estate ETF shares in Q2 2024, an estimated $18K.
  • Tyler-Stone Wealth Management first reported a position in iShares US Real Estate ETF in Q4 2022 and held it in 5 quarters.
  • Tyler-Stone Wealth Management's iShares US Real Estate ETF position peaked at $18.3K in Q4 2023.
  • 463 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2024, filed 14 Aug 2024.