IFWM
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Institute for Wealth Management’s iShares US Real Estate ETF IYR Stock Holding History

Institute for Wealth Management’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
Q3 		– Sell
-2,246
Closed -$207K – 485
2022
Q2 		$207K Buy
2,246
+10
+0.4% +$997 0.04% 481
2022
Q1 		$242K Buy
2,236
+170
+8% +$17.9K 0.04% 472
2021
Q4 		$240K Buy
+2,066
New +$226K 0.04% 425
2020
Q1 		– Sell
-2,067
Closed -$192K – 555
2019
Q4 		$192K Buy
+2,067
New +$192K 0.04% 426
2014
Q4 		– Sell
-97
Closed -$7K – 42
2014
Q3 		$7K Hold
97
– – 0.01% 53
2014
Q2 		$7K Sell
97
-88,232
-100% -$6.21M 0.01% 51
2014
Q1 		$5.98M Sell
88,329
-14,047
-14% -$932K 5.12% 4
2013
Q4 		$6.46M Sell
102,376
-12,085
-11% -$778K 4.65% 3
2013
Q3 		$7.3M Sell
114,461
-12,984
-10% -$848K 5.02% 3
2013
Q2 		$8.47M Buy
+127,445
New +$9.01M 6.8% 3

Other funds holding IYR

CWM
CIBC World Markets New York $20.8B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Institute for Wealth Management's IYR Position: Q3 2022 in Review

Institute for Wealth Management sold out of iShares US Real Estate ETF (IYR) in Q3 2022, closing a stake of 2,246 shares — an estimated $207K sold.

Institute for Wealth Management first reported a position in IYR in Q2 2013 and held it in 10 quarters. The position peaked at $8.47M in Q2 2013. 498 funds tracked by Wall St. Rank hold IYR as of Q3 2022.

  • Institute for Wealth Management reported no remaining iShares US Real Estate ETF position as of Q3 2022 after selling out during the quarter.
  • Institute for Wealth Management sold 2,246 iShares US Real Estate ETF shares in Q3 2022, an estimated $207K.
  • Institute for Wealth Management first reported a position in iShares US Real Estate ETF in Q2 2013 and held it in 10 quarters.
  • Institute for Wealth Management's iShares US Real Estate ETF position peaked at $8.47M in Q2 2013.
  • 498 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2022.

Based on Institute for Wealth Management's 13F filing for Q3 2022, filed 18 Oct 2022.