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

AJ Wealth Strategies’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	-2,316	Closed	-$213K	–	313
2022 Q2	$213K	Hold	2,316	–	–	0.01%	270
2022 Q1	$251K	Buy	2,316 +591	+34%	+$62.4K	0.01%	276
2021 Q4	$200K	Buy	+1,725	New	+$189K	0.01%	286
2018 Q4	–	Sell	-3,010	Closed	-$241K	–	102
2018 Q3	$241K	Buy	+3,010	New	+$245K	0.04%	90
2018 Q1	–	Sell	-2,987	Closed	-$242K	–	94
2017 Q4	$242K	Buy	+2,987	New	+$242K	0.06%	80

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

AJ Wealth Strategies's IYR Position: Q3 2022 in Review

AJ Wealth Strategies sold out of iShares US Real Estate ETF (IYR) in Q3 2022, closing a stake of 2,316 shares — an estimated $213K sold.

AJ Wealth Strategies first reported a position in IYR in Q4 2017 and held it in 5 quarters. The position peaked at $251K in Q1 2022. 498 funds tracked by Wall St. Rank hold IYR as of Q3 2022.

AJ Wealth Strategies reported no remaining iShares US Real Estate ETF position as of Q3 2022 after selling out during the quarter.
AJ Wealth Strategies sold 2,316 iShares US Real Estate ETF shares in Q3 2022, an estimated $213K.
AJ Wealth Strategies first reported a position in iShares US Real Estate ETF in Q4 2017 and held it in 5 quarters.
AJ Wealth Strategies's iShares US Real Estate ETF position peaked at $251K in Q1 2022.
498 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2022.

Based on AJ Wealth Strategies's 13F filing for Q3 2022, filed 27 Oct 2022.