Ellevest Inc’s iShares US Real Estate ETF IYR Stock Holding History

Ellevest Inc’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
2023 Q2	–	Sell	-654	Closed	-$55.5K	–	988
2023 Q1	$55.5K	Sell	654 -35	-5%	-$3.06K	﹤0.01%	580
2022 Q4	$58K	Hold	689	–	–	﹤0.01%	569
2022 Q3	$56K	Hold	689	–	–	0.01%	549
2022 Q2	$63K	Buy	689 +35	+5%	+$3.49K	0.01%	512
2022 Q1	$71K	Hold	654	–	–	0.01%	465
2021 Q4	$76K	Hold	654	–	–	0.01%	431
2021 Q3	$67K	Hold	654	–	–	0.01%	433
2021 Q2	$67K	Hold	654	–	–	0.01%	429
2021 Q1	$60K	Hold	654	–	–	0.01%	426
2020 Q4	$56K	Hold	654	–	–	0.01%	433
2020 Q3	$52K	Hold	654	–	–	0.01%	366
2020 Q2	$52K	Hold	654	–	–	0.01%	354
2020 Q1	$45K	Hold	654	–	–	0.01%	250
2019 Q4	$61K	Hold	654	–	–	0.02%	151
2019 Q3	$61K	Hold	654	–	–	0.02%	111
2019 Q2	$57K	Hold	654	–	–	0.02%	107
2019 Q1	$57K	Hold	654	–	–	0.03%	86
2018 Q4	$49K	Buy	+654	New	+$51.4K	0.02%	184

Other funds holding IYR

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Ellevest Inc's IYR Position: Q2 2023 in Review

Ellevest Inc sold out of iShares US Real Estate ETF (IYR) in Q2 2023, closing a stake of 654 shares — an estimated $55.5K sold.

Ellevest Inc first reported a position in IYR in Q4 2018 and held it in 18 quarters. The position peaked at $76K in Q4 2021. 481 funds tracked by Wall St. Rank hold IYR as of Q2 2023.

Ellevest Inc reported no remaining iShares US Real Estate ETF position as of Q2 2023 after selling out during the quarter.
Ellevest Inc sold 654 iShares US Real Estate ETF shares in Q2 2023, an estimated $55.5K.
Ellevest Inc first reported a position in iShares US Real Estate ETF in Q4 2018 and held it in 18 quarters.
Ellevest Inc's iShares US Real Estate ETF position peaked at $76K in Q4 2021.
481 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.