Financial Services Advisory’s iShares US Real Estate ETF IYR Stock Holding History

Financial Services Advisory’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 Q1	–	Sell	-92,619	Closed	-$8.87M	–	34
2021 Q4	$8.87M	Buy	92,619 +17,556	+23%	+$1.92M	2.83%	12
2021 Q3	$7.69M	Buy	+75,063	New	+$7.99M	2.61%	12
2020 Q1	–	Sell	-23,024	Closed	-$2.14M	–	18
2019 Q4	$2.14M	Sell	23,024 -21,062	-48%	-$1.95M	0.89%	25
2019 Q3	$4.12M	Sell	44,086 -2,581	-6%	-$235K	2.73%	13
2019 Q2	$4.07M	Sell	46,667 -1,141	-2%	-$99.9K	2.65%	15
2019 Q1	$4.16M	Buy	47,808 +18,528	+63%	+$1.53M	3.59%	12
2018 Q4	$2.19M	Sell	29,280 -26,691	-48%	-$2.1M	13.65%	4
2018 Q3	$4.48M	Buy	+55,971	New	+$4.56M	2.99%	11

Other funds holding IYR

CWM

CIBC World Markets New York $20.8B AUM

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Financial Services Advisory's IYR Position: Q1 2022 in Review

Financial Services Advisory sold out of iShares US Real Estate ETF (IYR) in Q1 2022, closing a stake of 92,619 shares — an estimated $8.87M sold.

Financial Services Advisory first reported a position in IYR in Q3 2018 and held it in 8 quarters. The position peaked at $8.87M in Q4 2021. 543 funds tracked by Wall St. Rank hold IYR as of Q1 2022.

Financial Services Advisory reported no remaining iShares US Real Estate ETF position as of Q1 2022 after selling out during the quarter.
Financial Services Advisory sold 92,619 iShares US Real Estate ETF shares in Q1 2022, an estimated $8.87M.
Financial Services Advisory first reported a position in iShares US Real Estate ETF in Q3 2018 and held it in 8 quarters.
Financial Services Advisory's iShares US Real Estate ETF position peaked at $8.87M in Q4 2021.
543 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2022.

Based on Financial Services Advisory's 13F filing for Q1 2022, filed 12 May 2022.