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

Insight Wealth Strategies’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
2021
Q4 		– Sell
-13,542
Closed -$1.39M – 181
2021
Q3 		$1.39M Buy
13,542
+2,324
+21% +$247K 0.2% 74
2021
Q2 		$1.14M Buy
+11,218
New +$1.11M 0.16% 79

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
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
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Insight Wealth Strategies's IYR Position: Q4 2021 in Review

Insight Wealth Strategies sold out of iShares US Real Estate ETF (IYR) in Q4 2021, closing a stake of 13,542 shares — an estimated $1.39M sold.

Insight Wealth Strategies first reported a position in IYR in Q2 2021 and held it in 2 quarters. The position peaked at $1.39M in Q3 2021. 578 funds tracked by Wall St. Rank hold IYR as of Q4 2021.

  • Insight Wealth Strategies reported no remaining iShares US Real Estate ETF position as of Q4 2021 after selling out during the quarter.
  • Insight Wealth Strategies sold 13,542 iShares US Real Estate ETF shares in Q4 2021, an estimated $1.39M.
  • Insight Wealth Strategies first reported a position in iShares US Real Estate ETF in Q2 2021 and held it in 2 quarters.
  • Insight Wealth Strategies's iShares US Real Estate ETF position peaked at $1.39M in Q3 2021.
  • 578 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q4 2021.

Based on Insight Wealth Strategies's 13F filing for Q4 2021, filed 31 Jan 2022.