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Mark Sheptoff Financial Planning’s iShares US Real Estate ETF IYR Stock Holding History

Mark Sheptoff Financial Planning’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
Q2 		– Sell
-57
Closed -$4.84K – 399
2023
Q1 		$4.84K Hold
57
– – ﹤0.01% 310
2022
Q4 		$4.8K Hold
57
– – ﹤0.01% 314
2022
Q3 		$5K Hold
57
– – ﹤0.01% 293
2022
Q2 		$5K Hold
57
– – ﹤0.01% 299
2022
Q1 		$6K Hold
57
– – ﹤0.01% 333
2021
Q4 		$7K Buy
+57
New +$6.24K ﹤0.01% 346

Other funds holding IYR

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
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Mark Sheptoff Financial Planning's IYR Position: Q2 2023 in Review

Mark Sheptoff Financial Planning sold out of iShares US Real Estate ETF (IYR) in Q2 2023, closing a stake of 57 shares — an estimated $4.84K sold.

Mark Sheptoff Financial Planning first reported a position in IYR in Q4 2021 and held it in 6 quarters. The position peaked at $7K in Q4 2021. 481 funds tracked by Wall St. Rank hold IYR as of Q2 2023.

  • Mark Sheptoff Financial Planning reported no remaining iShares US Real Estate ETF position as of Q2 2023 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 57 iShares US Real Estate ETF shares in Q2 2023, an estimated $4.84K.
  • Mark Sheptoff Financial Planning first reported a position in iShares US Real Estate ETF in Q4 2021 and held it in 6 quarters.
  • Mark Sheptoff Financial Planning's iShares US Real Estate ETF position peaked at $7K in Q4 2021.
  • 481 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2023.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2023, filed 10 Aug 2023.