Global Wealth Management Investment Advisory’s iShares US Real Estate ETF IYR Stock Holding History

Global Wealth Management Investment 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 Q3	–	Sell	-50	Closed	-$5K	–	306
2022 Q2	$5K	Hold	50	–	–	﹤0.01%	339
2022 Q1	$5K	Sell	50 -50	-50%	-$5.28K	﹤0.01%	368
2021 Q4	$12K	Hold	100	–	–	﹤0.01%	295
2021 Q3	$10K	Sell	100 -70	-41%	-$7.45K	﹤0.01%	316
2021 Q2	$17K	Hold	170	–	–	0.01%	257
2021 Q1	$16K	Hold	170	–	–	0.01%	267
2020 Q4	$15K	Hold	170	–	–	0.01%	253
2020 Q3	$14K	Sell	170 -1,460	-90%	-$118K	0.01%	251
2020 Q2	$128K	Buy	1,630 +360	+28%	+$27.3K	0.05%	134
2020 Q1	$88K	Buy	1,270 +62	+5%	+$5.49K	0.04%	141
2019 Q4	$112K	Buy	1,208 +859	+246%	+$79.6K	0.05%	138
2019 Q3	$33K	Hold	349	–	–	0.02%	205
2019 Q2	$30K	Hold	349	–	–	0.01%	220
2019 Q1	$30K	Hold	349	–	–	0.02%	261
2018 Q4	$26K	Buy	+349	New	+$27.4K	0.02%	269

Other funds holding IYR

CWM

CIBC World Markets New York $20.8B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $12.8B AUM 19.73% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Global Wealth Management Investment Advisory's IYR Position: Q3 2022 in Review

Global Wealth Management Investment Advisory sold out of iShares US Real Estate ETF (IYR) in Q3 2022, closing a stake of 50 shares — an estimated $5K sold.

Global Wealth Management Investment Advisory first reported a position in IYR in Q4 2018 and held it in 15 quarters. The position peaked at $128K in Q2 2020. 498 funds tracked by Wall St. Rank hold IYR as of Q3 2022.

Global Wealth Management Investment Advisory reported no remaining iShares US Real Estate ETF position as of Q3 2022 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 50 iShares US Real Estate ETF shares in Q3 2022, an estimated $5K.
Global Wealth Management Investment Advisory first reported a position in iShares US Real Estate ETF in Q4 2018 and held it in 15 quarters.
Global Wealth Management Investment Advisory's iShares US Real Estate ETF position peaked at $128K in Q2 2020.
498 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2022.

Based on Global Wealth Management Investment Advisory's 13F filing for Q3 2022, filed 19 Oct 2022.