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Heritage Wealth Management (Arizona)’s iShares US Real Estate ETF IYR Stock Holding History

Heritage Wealth Management (Arizona)’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
Q4 		$106K Buy
1,265
+686
+118% +$57.6K 0.02% 407
2022
Q3 		$47K Sell
579
-50
-8% -$4.73K 0.02% 410
2022
Q2 		$57.9K Buy
629
+279
+80% +$27.8K 0.02% 393
2022
Q1 		$38K Buy
+350
New +$36.9K 0.01% 509

Other funds holding IYR

Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
CWM
CIBC World Markets New York $20.8B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s IYR Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its iShares US Real Estate ETF (IYR) stake by 118% in Q4 2022, buying an estimated $57.6K and bringing the position to 1,265 shares worth $106K. The position accounts for 0.02% of the portfolio, ranked #407.

Heritage Wealth Management (Arizona) first reported a position in IYR in Q1 2022 and has held it in 4 quarters since. 513 funds tracked by Wall St. Rank hold IYR as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 1,265 shares of iShares US Real Estate ETF worth $106K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 686 iShares US Real Estate ETF shares in Q4 2022, an estimated $57.6K.
  • iShares US Real Estate ETF made up 0.02% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #407 holding.
  • Heritage Wealth Management (Arizona) first reported a position in iShares US Real Estate ETF in Q1 2022 and has held it in 4 quarters since.
  • 513 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.