Investments & Financial Planning LLC’s iShares US Real Estate ETF IYR Stock Holding History

Investments & Financial Planning LLC’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
2023 Q4	–	Sell	-18,401	Closed	-$1.44M	–	34
2023 Q3	$1.44M	Sell	18,401 -171	-0.9%	-$14.6K	1.28%	14
2023 Q2	$1.61M	Sell	18,572 -1,302	-7%	-$109K	1.39%	14
2023 Q1	$1.69M	Sell	19,874 -2,559	-11%	-$224K	1.55%	14
2022 Q4	$1.89M	Buy	+22,433	New	+$1.88M	1.85%	11
2022 Q2	$2.08M	Sell	22,594 -51	-0.2%	-$5.08K	2.14%	10
2022 Q1	$2.45M	Buy	22,645 +585	+3%	+$61.7K	2.14%	10
2021 Q4	$2.3M	Buy	+22,060	New	+$2.42M	2.06%	11

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

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

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Investments & Financial Planning LLC's IYR Position: Q4 2023 in Review

Investments & Financial Planning LLC sold out of iShares US Real Estate ETF (IYR) in Q4 2023, closing a stake of 18,401 shares — an estimated $1.44M sold.

Investments & Financial Planning LLC first reported a position in IYR in Q4 2021 and held it in 7 quarters. The position peaked at $2.45M in Q1 2022. 514 funds tracked by Wall St. Rank hold IYR as of Q4 2023.

Investments & Financial Planning LLC reported no remaining iShares US Real Estate ETF position as of Q4 2023 after selling out during the quarter.
Investments & Financial Planning LLC sold 18,401 iShares US Real Estate ETF shares in Q4 2023, an estimated $1.44M.
Investments & Financial Planning LLC first reported a position in iShares US Real Estate ETF in Q4 2021 and held it in 7 quarters.
Investments & Financial Planning LLC's iShares US Real Estate ETF position peaked at $2.45M in Q1 2022.
514 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q4 2023.

Based on Investments & Financial Planning LLC's 13F filing for Q4 2023, filed 18 Jan 2024.