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Weaver Consulting Group’s iShares US Real Estate ETF IYR Stock Holding History

Weaver Consulting 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
2024
Q1 		– Sell
-3,017
Closed -$276K – 203
2023
Q4 		$276K Sell
3,017
-111
-4% -$9.09K 0.11% 153
2023
Q3 		$244K Hold
3,128
– – 0.11% 152
2023
Q2 		$271K Sell
3,128
-430
-12% -$36.1K 0.12% 142
2023
Q1 		$302K Hold
3,558
– – 0.14% 138
2022
Q4 		$300K Buy
3,558
+57
+2% +$4.79K 0.15% 131
2022
Q3 		$285K Sell
3,501
-1,296
-27% -$123K 0.16% 125
2022
Q2 		$441K Sell
4,797
-44
-0.9% -$4.39K 0.25% 80
2022
Q1 		$524K Hold
4,841
– – 0.25% 71
2021
Q4 		$562K Buy
4,841
+303
+7% +$33.2K 0.27% 65
2021
Q3 		$465K Buy
4,538
+853
+23% +$90.8K 0.25% 78
2021
Q2 		$376K Hold
3,685
– – 0.21% 96
2021
Q1 		$339K Buy
3,685
+45
+1% +$3.95K 0.21% 91
2020
Q4 		$312K Hold
3,640
– – 0.19% 97
2020
Q3 		$291K Hold
3,640
– – 0.17% 87
2020
Q2 		$287K Sell
3,640
-81
-2% -$6.14K 0.17% 86
2020
Q1 		$259K Sell
3,721
-960
-21% -$85K 0.17% 78
2019
Q4 		$438K Sell
4,681
-393
-8% -$36.4K 0.23% 61
2019
Q3 		$455K Sell
5,074
-403
-7% -$36.7K 0.24% 58
2019
Q2 		$478K Buy
5,477
+499
+10% +$43.7K 0.26% 55
2019
Q1 		$442K Buy
+4,978
New +$412K 0.12% 123

Other funds holding IYR

Barclays
Barclays London, United Kingdom $416B AUM 33.63% 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
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
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

Weaver Consulting Group's IYR Position: Q1 2024 in Review

Weaver Consulting Group sold out of iShares US Real Estate ETF (IYR) in Q1 2024, closing a stake of 3,017 shares — an estimated $276K sold.

Weaver Consulting Group first reported a position in IYR in Q1 2019 and held it in 20 quarters. The position peaked at $562K in Q4 2021. 472 funds tracked by Wall St. Rank hold IYR as of Q1 2024.

  • Weaver Consulting Group reported no remaining iShares US Real Estate ETF position as of Q1 2024 after selling out during the quarter.
  • Weaver Consulting Group sold 3,017 iShares US Real Estate ETF shares in Q1 2024, an estimated $276K.
  • Weaver Consulting Group first reported a position in iShares US Real Estate ETF in Q1 2019 and held it in 20 quarters.
  • Weaver Consulting Group's iShares US Real Estate ETF position peaked at $562K in Q4 2021.
  • 472 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2024.

Based on Weaver Consulting Group's 13F filing for Q1 2024, filed 16 Apr 2024.