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

HHM Wealth Advisors’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
2024 Q1	–	Sell	-2,790	Closed	-$255K	–	760
2023 Q4	$255K	Hold	2,790	–	–	0.04%	116
2023 Q3	$218K	Buy	2,790 +2,000	+253%	+$170K	0.04%	123
2023 Q2	$68.4K	Hold	790	–	–	0.01%	247
2023 Q1	$67.1K	Hold	790	–	–	0.01%	243
2022 Q4	$66.5K	Buy	+790	New	+$66.3K	0.02%	212
2022 Q1	–	Sell	-67	Closed	-$8K	–	726
2021 Q4	$8K	Sell	67 -24	-26%	-$2.63K	﹤0.01%	531
2021 Q3	$9K	Hold	91	–	–	﹤0.01%	498
2021 Q2	$9K	Buy	91 +24	+36%	+$2.38K	﹤0.01%	480
2021 Q1	$6K	Hold	67	–	–	﹤0.01%	489
2020 Q4	$6K	Hold	67	–	–	﹤0.01%	453
2020 Q3	$5K	Sell	67 -45	-40%	-$3.63K	﹤0.01%	431
2020 Q2	$9K	Hold	112	–	–	﹤0.01%	377
2020 Q1	$8K	Buy	+112	New	+$9.91K	﹤0.01%	366

Other funds holding IYR

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

CWM

CIBC World Markets New York $20.8B AUM

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 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

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

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

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

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

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

HHM Wealth Advisors's IYR Position: Q1 2024 in Review

HHM Wealth Advisors sold out of iShares US Real Estate ETF (IYR) in Q1 2024, closing a stake of 2,790 shares — an estimated $255K sold.

HHM Wealth Advisors first reported a position in IYR in Q1 2020 and held it in 13 quarters. The position peaked at $255K in Q4 2023. 472 funds tracked by Wall St. Rank hold IYR as of Q1 2024.

HHM Wealth Advisors reported no remaining iShares US Real Estate ETF position as of Q1 2024 after selling out during the quarter.
HHM Wealth Advisors sold 2,790 iShares US Real Estate ETF shares in Q1 2024, an estimated $255K.
HHM Wealth Advisors first reported a position in iShares US Real Estate ETF in Q1 2020 and held it in 13 quarters.
HHM Wealth Advisors's iShares US Real Estate ETF position peaked at $255K in Q4 2023.
472 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2024.

Based on HHM Wealth Advisors's 13F filing for Q1 2024, filed 14 May 2024.