Better Money Decisions’s iShares US Real Estate ETF IYR Stock Holding History

Better Money Decisions’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	-888	Closed	-$82K	–	247
2022 Q2	$82K	Buy	+888	New	+$88.5K	0.07%	109
2021 Q4	–	Sell	-872	Closed	-$89K	–	328
2021 Q3	$89K	Buy	872 +2	+0.2%	+$213	0.07%	117
2021 Q2	$89K	Hold	870	–	–	0.08%	106
2021 Q1	$80K	Buy	+870	New	+$76.3K	0.08%	98

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

Better Money Decisions's IYR Position: Q3 2022 in Review

Better Money Decisions sold out of iShares US Real Estate ETF (IYR) in Q3 2022, closing a stake of 888 shares — an estimated $82K sold.

Better Money Decisions first reported a position in IYR in Q1 2021 and held it in 4 quarters. The position peaked at $89K in Q3 2021. 498 funds tracked by Wall St. Rank hold IYR as of Q3 2022.

Better Money Decisions reported no remaining iShares US Real Estate ETF position as of Q3 2022 after selling out during the quarter.
Better Money Decisions sold 888 iShares US Real Estate ETF shares in Q3 2022, an estimated $82K.
Better Money Decisions first reported a position in iShares US Real Estate ETF in Q1 2021 and held it in 4 quarters.
Better Money Decisions's iShares US Real Estate ETF position peaked at $89K in Q3 2021.
498 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2022.

Based on Better Money Decisions's 13F filing for Q3 2022, filed 28 Oct 2022.