APC
IYR icon

Asset Planning Corporation’s iShares US Real Estate ETF IYR Stock Holding History

Asset Planning Corporation’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
Q1 		– Sell
-322
Closed -$28K – 50
2020
Q4 		$28K Buy
+322
New +$26.8K 0.03% 58

Other funds holding IYR

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
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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

Asset Planning Corporation's IYR Position: Q1 2021 in Review

Asset Planning Corporation sold out of iShares US Real Estate ETF (IYR) in Q1 2021, closing a stake of 322 shares — an estimated $28K sold.

Asset Planning Corporation first reported a position in IYR in Q4 2020 and held it in 1 quarter. The position peaked at $28K in Q4 2020. 436 funds tracked by Wall St. Rank hold IYR as of Q1 2021.

  • Asset Planning Corporation reported no remaining iShares US Real Estate ETF position as of Q1 2021 after selling out during the quarter.
  • Asset Planning Corporation sold 322 iShares US Real Estate ETF shares in Q1 2021, an estimated $28K.
  • Asset Planning Corporation first reported a position in iShares US Real Estate ETF in Q4 2020 and held it in 1 quarter.
  • Asset Planning Corporation's iShares US Real Estate ETF position peaked at $28K in Q4 2020.
  • 436 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2021.

Based on Asset Planning Corporation's 13F filing for Q1 2021, filed 17 May 2021.