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

Lenox 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	$9K	Hold	81	–	–	﹤0.01%	501
2021 Q4	$9K	Hold	81	–	–	﹤0.01%	527
2021 Q3	$8K	Hold	81	–	–	﹤0.01%	503
2021 Q2	$8K	Hold	81	–	–	﹤0.01%	503
2021 Q1	$7K	Hold	81	–	–	﹤0.01%	457
2020 Q4	$7K	Sell	81 -123	-60%	-$10.2K	﹤0.01%	471
2020 Q3	$16K	Buy	+204	New	+$16.5K	﹤0.01%	320
2019 Q1	–	Sell	-140	Closed	-$10K	–	618
2018 Q4	$10K	Buy	+140	New	+$11K	﹤0.01%	256

Other funds holding IYR

CWM

CIBC World Markets New York $20.8B AUM

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

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

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

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

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

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

Lenox Wealth Advisors held its iShares US Real Estate ETF (IYR) position steady in Q1 2022 at 81 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #501.

Lenox Wealth Advisors first reported a position in IYR in Q4 2018 and has held it in 8 quarters since. The position peaked at $16K in Q3 2020. 545 funds tracked by Wall St. Rank hold IYR as of Q1 2022.

Lenox Wealth Advisors held 81 shares of iShares US Real Estate ETF worth $9K as of Q1 2022.
Lenox Wealth Advisors left its iShares US Real Estate ETF share count unchanged in Q1 2022.
iShares US Real Estate ETF made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #501 holding.
Lenox Wealth Advisors first reported a position in iShares US Real Estate ETF in Q4 2018 and has held it in 8 quarters since.
Lenox Wealth Advisors's iShares US Real Estate ETF position peaked at $16K in Q3 2020.
545 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.