Oxler Private Wealth’s iShares US Real Estate ETF IYR Stock Holding History

Oxler Private Wealth’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 Q4	–	Sell	-613	Closed	-$32.5K	–	237
2022 Q3	$32.5K	Buy	+613	New	+$58K	0.02%	243

Other funds holding IYR

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

CWM

CIBC World Markets New York $20.8B AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Oxler Private Wealth's IYR Position: Q4 2022 in Review

Oxler Private Wealth sold out of iShares US Real Estate ETF (IYR) in Q4 2022, closing a stake of 613 shares — an estimated $32.5K sold.

Oxler Private Wealth first reported a position in IYR in Q3 2022 and held it in 1 quarter. The position peaked at $32.5K in Q3 2022. 513 funds tracked by Wall St. Rank hold IYR as of Q4 2022.

Oxler Private Wealth reported no remaining iShares US Real Estate ETF position as of Q4 2022 after selling out during the quarter.
Oxler Private Wealth sold 613 iShares US Real Estate ETF shares in Q4 2022, an estimated $32.5K.
Oxler Private Wealth first reported a position in iShares US Real Estate ETF in Q3 2022 and held it in 1 quarter.
Oxler Private Wealth's iShares US Real Estate ETF position peaked at $32.5K in Q3 2022.
513 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q4 2022.

Based on Oxler Private Wealth's 13F filing for Q4 2022, filed 13 Feb 2023.