Hedeker Wealth’s iShares US Real Estate ETF IYR Stock Holding History

Hedeker Wealth’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	-2,376	Closed	-$275K	–	86
2021 Q4	$275K	Buy	+2,376	New	+$260K	0.08%	84
2016 Q4	–	Sell	-366	Closed	-$4.54K	–	146
2016 Q3	$4.54K	Sell	366 -5,903	-94%	-$489K	0.24%	57
2016 Q2	$516K	Buy	+6,269	New	+$491K	0.45%	82
2016 Q1	–	Sell	-3,863	Closed	-$290K	–	126
2015 Q4	$290K	Buy	+3,863	New	+$288K	0.26%	75

Other funds holding IYR

CWM

CIBC World Markets New York $20.8B AUM

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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 $11.5B AUM 18.72% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Hedeker Wealth's IYR Position: Q1 2022 in Review

Hedeker Wealth sold out of iShares US Real Estate ETF (IYR) in Q1 2022, closing a stake of 2,376 shares — an estimated $275K sold.

Hedeker Wealth first reported a position in IYR in Q4 2015 and held it in 4 quarters. The position peaked at $516K in Q2 2016. 545 funds tracked by Wall St. Rank hold IYR as of Q1 2022.

Hedeker Wealth reported no remaining iShares US Real Estate ETF position as of Q1 2022 after selling out during the quarter.
Hedeker Wealth sold 2,376 iShares US Real Estate ETF shares in Q1 2022, an estimated $275K.
Hedeker Wealth first reported a position in iShares US Real Estate ETF in Q4 2015 and held it in 4 quarters.
Hedeker Wealth's iShares US Real Estate ETF position peaked at $516K in Q2 2016.
545 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2022.

Based on Hedeker Wealth's 13F filing for Q1 2022, filed 13 Apr 2022.