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	–	282
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 $521B AUM 51.41% 1-Year Est. Return

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

CWM

CIBC World Markets New York $20.8B AUM

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

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

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

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

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

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

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

HBW Advisory Services's IYR Position: Q1 2023 in Review

HBW Advisory Services sold out of iShares US Real Estate ETF (IYR) in Q1 2023, closing a stake of 9,509 shares — an estimated $801K sold.

HBW Advisory Services first reported a position in IYR in Q2 2020 and held it in 11 quarters. The position peaked at $801K in Q4 2022. 494 funds tracked by Wall St. Rank hold IYR as of Q1 2023.

HBW Advisory Services reported no remaining iShares US Real Estate ETF position as of Q1 2023 after selling out during the quarter.
HBW Advisory Services sold 9,509 iShares US Real Estate ETF shares in Q1 2023, an estimated $801K.
HBW Advisory Services first reported a position in iShares US Real Estate ETF in Q2 2020 and held it in 11 quarters.
HBW Advisory Services's iShares US Real Estate ETF position peaked at $801K in Q4 2022.
494 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2023.

Based on HBW Advisory Services's 13F filing for Q1 2023, filed 7 Apr 2023.