Advisory Resource Group’s iShares US Real Estate ETF IYR Stock Holding History

Advisory Resource 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
2021 Q2	–	Sell	-4,255	Closed	-$391K	–	136
2021 Q1	$391K	Buy	4,255 +171	+4%	+$15K	0.18%	72
2020 Q4	$350K	Buy	+4,084	New	+$340K	0.17%	69
2020 Q3	–	Sell	-13,620	Closed	-$1.07M	–	104
2020 Q2	$1.07M	Buy	13,620 +514	+4%	+$39K	0.66%	37
2020 Q1	$912K	Buy	13,106 +2,482	+23%	+$220K	0.7%	37
2019 Q4	$989K	Buy	10,624 +945	+10%	+$87.6K	0.56%	38
2019 Q3	$905K	Buy	9,679 +3,301	+52%	+$301K	0.49%	39
2019 Q2	$557K	Buy	+6,378	New	+$558K	0.31%	45

Other funds holding IYR

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

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

CWM

CIBC World Markets New York $20.8B AUM

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

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 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

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

Advisory Resource Group's IYR Position: Q2 2021 in Review

Advisory Resource Group sold out of iShares US Real Estate ETF (IYR) in Q2 2021, closing a stake of 4,255 shares — an estimated $391K sold.

Advisory Resource Group first reported a position in IYR in Q2 2019 and held it in 7 quarters. The position peaked at $1.07M in Q2 2020. 470 funds tracked by Wall St. Rank hold IYR as of Q2 2021.

Advisory Resource Group reported no remaining iShares US Real Estate ETF position as of Q2 2021 after selling out during the quarter.
Advisory Resource Group sold 4,255 iShares US Real Estate ETF shares in Q2 2021, an estimated $391K.
Advisory Resource Group first reported a position in iShares US Real Estate ETF in Q2 2019 and held it in 7 quarters.
Advisory Resource Group's iShares US Real Estate ETF position peaked at $1.07M in Q2 2020.
470 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2021.

Based on Advisory Resource Group's 13F filing for Q2 2021, filed 19 Aug 2021.