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HAS
HBW Advisory Services’s
iShares US Real Estate ETF
IYR
Stock Holding History
HBW Advisory Services’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
Q1
–
Sell
-9,509
Closed
-$801K
–
283
2022
Q4
$801K
Hold
9,509
–
–
0.21%
121
2022
Q3
$774K
Buy
9,509
+1,112
+13%
+$105K
0.22%
123
2022
Q2
$772K
Buy
8,397
+1,747
+26%
+$174K
0.2%
121
2022
Q1
$720K
Buy
6,650
+498
+8%
+$52.6K
0.25%
105
2021
Q4
$715K
Buy
6,152
+271
+5%
+$29.7K
0.17%
130
2021
Q3
$602K
Buy
5,881
+265
+5%
+$28.2K
0.16%
137
2021
Q2
$573K
Sell
5,616
-40
-0.7%
-$3.97K
0.15%
136
2021
Q1
$520K
Sell
5,656
-199
-3%
-$17.5K
0.14%
142
2020
Q4
$502K
Buy
5,855
+1
+0%
+$83
0.15%
125
2020
Q3
$467K
Sell
5,854
-668
-10%
-$54K
0.19%
120
2020
Q2
$514K
Buy
+6,522
New
+$494K
0.24%
100
Other funds holding IYR
Barclays
London, United Kingdom
$280B AUM
33.63%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
CWM
CIBC World Markets
New York
$19.9B AUM
WI
WealthNavi Inc
Shinagawa-Ku, Tokyo, Japan
$11.5B AUM
18.72%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
BNP Paribas Financial Markets
Paris, France
$152B AUM
31.61%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
Wolverine Trading
Chicago, Illinois
$4.96B AUM
31.83%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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