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

Oxinas Partners 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
-2,836
Closed -$261K – 95
2022
Q2 		$261K Sell
2,836
-23
-0.8% -$2.29K 0.2% 82
2022
Q1 		$309K Buy
2,859
+215
+8% +$22.7K 0.19% 84
2021
Q4 		$307K Sell
2,644
-41
-2% -$4.49K 0.18% 110
2021
Q3 		$275K Buy
+2,685
New +$286K 0.16% 123

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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

Oxinas Partners Wealth Management's IYR Position: Q3 2022 in Review

Oxinas Partners Wealth Management sold out of iShares US Real Estate ETF (IYR) in Q3 2022, closing a stake of 2,836 shares — an estimated $261K sold.

Oxinas Partners Wealth Management first reported a position in IYR in Q3 2021 and held it in 4 quarters. The position peaked at $309K in Q1 2022. 498 funds tracked by Wall St. Rank hold IYR as of Q3 2022.

  • Oxinas Partners Wealth Management reported no remaining iShares US Real Estate ETF position as of Q3 2022 after selling out during the quarter.
  • Oxinas Partners Wealth Management sold 2,836 iShares US Real Estate ETF shares in Q3 2022, an estimated $261K.
  • Oxinas Partners Wealth Management first reported a position in iShares US Real Estate ETF in Q3 2021 and held it in 4 quarters.
  • Oxinas Partners Wealth Management's iShares US Real Estate ETF position peaked at $309K in Q1 2022.
  • 498 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2022.

Based on Oxinas Partners Wealth Management's 13F filing for Q3 2022, filed 17 Oct 2022.