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

ACG 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
2022 Q3	–	Sell	-675	Closed	-$62K	–	631
2022 Q2	$62K	Buy	+675	New	+$67.3K	0.01%	405

Other funds holding IYR

CWM

CIBC World Markets New York $20.8B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

ACG Wealth's IYR Position: Q3 2022 in Review

ACG Wealth sold out of iShares US Real Estate ETF (IYR) in Q3 2022, closing a stake of 675 shares — an estimated $62K sold.

ACG Wealth first reported a position in IYR in Q2 2022 and held it in 1 quarter. The position peaked at $62K in Q2 2022. 498 funds tracked by Wall St. Rank hold IYR as of Q3 2022.

ACG Wealth reported no remaining iShares US Real Estate ETF position as of Q3 2022 after selling out during the quarter.
ACG Wealth sold 675 iShares US Real Estate ETF shares in Q3 2022, an estimated $62K.
ACG Wealth first reported a position in iShares US Real Estate ETF in Q2 2022 and held it in 1 quarter.
ACG Wealth's iShares US Real Estate ETF position peaked at $62K in Q2 2022.
498 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2022.

Based on ACG Wealth's 13F filing for Q3 2022, filed 3 Nov 2022.