Certified Advisory Corp’s iShares US Real Estate ETF IYR Stock Holding History

Certified Advisory Corp’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	-755	Closed	-$69K	–	477
2021 Q1	$69K	Buy	+755	New	+$66.3K	0.02%	302
2020 Q2	$59K	Buy	749 +154	+26%	+$11.7K	0.02%	283
2020 Q1	$41K	Hold	595	–	–	0.02%	308
2019 Q4	$55K	Buy	595 +5	+0.8%	+$464	0.02%	305
2019 Q3	$55K	Hold	590	–	–	0.02%	304
2019 Q2	$51K	Buy	590 +3	+0.5%	+$263	0.02%	314
2019 Q1	$51K	Buy	587 +2	+0.3%	+$165	0.02%	297
2018 Q4	$44K	Buy	585 +4	+0.7%	+$314	0.02%	294
2018 Q3	$46K	Buy	581 +251	+76%	+$20.5K	0.02%	311
2018 Q2	$27K	Buy	330 +51	+18%	+$3.93K	0.02%	373
2018 Q1	$21K	Buy	279 +151	+118%	+$11.5K	0.01%	402
2017 Q4	$10K	Buy	+128	New	+$10.4K	0.01%	466

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

Certified Advisory Corp's IYR Position: Q2 2021 in Review

Certified Advisory Corp sold out of iShares US Real Estate ETF (IYR) in Q2 2021, closing a stake of 755 shares — an estimated $69K sold.

Certified Advisory Corp first reported a position in IYR in Q4 2017 and held it in 12 quarters. The position peaked at $69K in Q1 2021. 470 funds tracked by Wall St. Rank hold IYR as of Q2 2021.

Certified Advisory Corp reported no remaining iShares US Real Estate ETF position as of Q2 2021 after selling out during the quarter.
Certified Advisory Corp sold 755 iShares US Real Estate ETF shares in Q2 2021, an estimated $69K.
Certified Advisory Corp first reported a position in iShares US Real Estate ETF in Q4 2017 and held it in 12 quarters.
Certified Advisory Corp's iShares US Real Estate ETF position peaked at $69K in Q1 2021.
470 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2021.

Based on Certified Advisory Corp's 13F filing for Q2 2021, filed 16 Aug 2021.