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Forum Private Client Group’s iShares US Real Estate ETF IYR Stock Holding History

Forum Private Client Group’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
-2,356
Closed -$217K – 67
2022
Q2 		$217K Buy
+2,356
New +$235K 0.16% 62

Other funds holding IYR

CWM
CIBC World Markets New York $20.8B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Forum Private Client Group's IYR Position: Q3 2022 in Review

Forum Private Client Group sold out of iShares US Real Estate ETF (IYR) in Q3 2022, closing a stake of 2,356 shares — an estimated $217K sold.

Forum Private Client Group first reported a position in IYR in Q2 2022 and held it in 1 quarter. The position peaked at $217K in Q2 2022. 498 funds tracked by Wall St. Rank hold IYR as of Q3 2022.

  • Forum Private Client Group reported no remaining iShares US Real Estate ETF position as of Q3 2022 after selling out during the quarter.
  • Forum Private Client Group sold 2,356 iShares US Real Estate ETF shares in Q3 2022, an estimated $217K.
  • Forum Private Client Group first reported a position in iShares US Real Estate ETF in Q2 2022 and held it in 1 quarter.
  • Forum Private Client Group's iShares US Real Estate ETF position peaked at $217K in Q2 2022.
  • 498 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2022.

Based on Forum Private Client Group's 13F filing for Q3 2022, filed 10 Nov 2022.