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

IBEX 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
2022
Q1 		– Sell
-1,820
Closed -$211K – 193
2021
Q4 		$211K Sell
1,820
-119
-6% -$13K 0.04% 176
2021
Q3 		$199K Buy
+1,939
New +$206K 0.04% 175
2019
Q3 		– Sell
-2,108
Closed -$184K – 237
2019
Q2 		$184K Buy
+2,108
New +$185K 0.05% 137
2017
Q4 		– Sell
-2,966
Closed -$238K – 108
2017
Q3 		$238K Buy
2,966
+281
+10% +$22.6K 0.09% 118
2017
Q2 		$209K Buy
+2,685
New +$214K 0.08% 123
2017
Q1 		– Sell
-2,036
Closed -$158K – 230
2016
Q4 		$158K Buy
+2,036
New +$155K 0.08% 121

Other funds holding IYR

CWM
CIBC World Markets New York $20.8B AUM
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

IBEX Wealth Advisors's IYR Position: Q1 2022 in Review

IBEX Wealth Advisors sold out of iShares US Real Estate ETF (IYR) in Q1 2022, closing a stake of 1,820 shares — an estimated $211K sold.

IBEX Wealth Advisors first reported a position in IYR in Q4 2016 and held it in 6 quarters. The position peaked at $238K in Q3 2017. 545 funds tracked by Wall St. Rank hold IYR as of Q1 2022.

  • IBEX Wealth Advisors reported no remaining iShares US Real Estate ETF position as of Q1 2022 after selling out during the quarter.
  • IBEX Wealth Advisors sold 1,820 iShares US Real Estate ETF shares in Q1 2022, an estimated $211K.
  • IBEX Wealth Advisors first reported a position in iShares US Real Estate ETF in Q4 2016 and held it in 6 quarters.
  • IBEX Wealth Advisors's iShares US Real Estate ETF position peaked at $238K in Q3 2017.
  • 545 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2022.

Based on IBEX Wealth Advisors's 13F filing for Q1 2022, filed 16 May 2022.