WW
IYR icon

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

Westshore 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
2021
Q3 		– Sell
-3,000
Closed -$306K – 108
2021
Q2 		$306K Hold
3,000
– – 0.16% 98
2021
Q1 		$276K Buy
+3,000
New +$263K 0.16% 101
2019
Q4 		$859K Buy
+9,228
New +$856K 0.95% 17

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Westshore Wealth's IYR Position: Q3 2021 in Review

Westshore Wealth sold out of iShares US Real Estate ETF (IYR) in Q3 2021, closing a stake of 3,000 shares — an estimated $306K sold.

Westshore Wealth first reported a position in IYR in Q4 2019 and held it in 3 quarters. The position peaked at $859K in Q4 2019. 502 funds tracked by Wall St. Rank hold IYR as of Q3 2021.

  • Westshore Wealth reported no remaining iShares US Real Estate ETF position as of Q3 2021 after selling out during the quarter.
  • Westshore Wealth sold 3,000 iShares US Real Estate ETF shares in Q3 2021, an estimated $306K.
  • Westshore Wealth first reported a position in iShares US Real Estate ETF in Q4 2019 and held it in 3 quarters.
  • Westshore Wealth's iShares US Real Estate ETF position peaked at $859K in Q4 2019.
  • 502 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2021.

Based on Westshore Wealth's 13F filing for Q3 2021, filed 16 Nov 2021.