FAS Wealth Partners’s iShares US Real Estate ETF IYR Stock Holding History

FAS Wealth Partners’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
2024 Q1	–	Sell	-408	Closed	-$37.3K	–	455
2023 Q4	$37.3K	Hold	408	–	–	﹤0.01%	351
2023 Q3	$31.9K	Hold	408	–	–	﹤0.01%	353
2023 Q2	$35.3K	Hold	408	–	–	﹤0.01%	326
2023 Q1	$34.6K	Hold	408	–	–	﹤0.01%	350
2022 Q4	$34.4K	Hold	408	–	–	﹤0.01%	342
2022 Q3	$33K	Hold	408	–	–	﹤0.01%	330
2022 Q2	$38K	Hold	408	–	–	﹤0.01%	329
2022 Q1	$44K	Hold	408	–	–	﹤0.01%	331
2021 Q4	$47K	Hold	408	–	–	﹤0.01%	338
2021 Q3	$42K	Hold	408	–	–	﹤0.01%	339
2021 Q2	$42K	Hold	408	–	–	﹤0.01%	324
2021 Q1	$38K	Hold	408	–	–	﹤0.01%	301
2020 Q4	$35K	Hold	408	–	–	﹤0.01%	298
2020 Q3	$33K	Hold	408	–	–	﹤0.01%	278
2020 Q2	$32K	Hold	408	–	–	﹤0.01%	270
2020 Q1	$28K	Hold	408	–	–	﹤0.01%	256
2019 Q4	$38K	Buy	+408	New	+$37.8K	0.01%	236

Other funds holding IYR

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

CWM

CIBC World Markets New York $20.8B AUM

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

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

FAS Wealth Partners's IYR Position: Q1 2024 in Review

FAS Wealth Partners sold out of iShares US Real Estate ETF (IYR) in Q1 2024, closing a stake of 408 shares — an estimated $37.3K sold.

FAS Wealth Partners first reported a position in IYR in Q4 2019 and held it in 17 quarters. The position peaked at $47K in Q4 2021. 472 funds tracked by Wall St. Rank hold IYR as of Q1 2024.

FAS Wealth Partners reported no remaining iShares US Real Estate ETF position as of Q1 2024 after selling out during the quarter.
FAS Wealth Partners sold 408 iShares US Real Estate ETF shares in Q1 2024, an estimated $37.3K.
FAS Wealth Partners first reported a position in iShares US Real Estate ETF in Q4 2019 and held it in 17 quarters.
FAS Wealth Partners's iShares US Real Estate ETF position peaked at $47K in Q4 2021.
472 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2024.

Based on FAS Wealth Partners's 13F filing for Q1 2024, filed 29 Apr 2024.