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Mattern Wealth Management’s iShares US Real Estate ETF IYR Stock Holding History

Mattern 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
Q1 		– Sell
-2,673
Closed -$310K – 168
2021
Q4 		$310K Sell
2,673
-53,562
-95% -$5.87M 0.09% 141
2021
Q3 		$5.76M Buy
56,235
+881
+2% +$93.7K 1.94% 13
2021
Q2 		$5.86M Buy
+55,354
New +$5.49M 1.87% 14

Other funds holding IYR

CWM
CIBC World Markets New York $20.8B AUM
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Mattern Wealth Management's IYR Position: Q1 2022 in Review

Mattern Wealth Management sold out of iShares US Real Estate ETF (IYR) in Q1 2022, closing a stake of 2,673 shares — an estimated $310K sold.

Mattern Wealth Management first reported a position in IYR in Q2 2021 and held it in 3 quarters. The position peaked at $5.86M in Q2 2021. 543 funds tracked by Wall St. Rank hold IYR as of Q1 2022.

  • Mattern Wealth Management reported no remaining iShares US Real Estate ETF position as of Q1 2022 after selling out during the quarter.
  • Mattern Wealth Management sold 2,673 iShares US Real Estate ETF shares in Q1 2022, an estimated $310K.
  • Mattern Wealth Management first reported a position in iShares US Real Estate ETF in Q2 2021 and held it in 3 quarters.
  • Mattern Wealth Management's iShares US Real Estate ETF position peaked at $5.86M in Q2 2021.
  • 543 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2022.

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