PDS Planning’s iShares US Real Estate ETF IYR Stock Holding History

PDS 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
2022 Q1	–	Sell	-1,810	Closed	-$210K	–	243
2021 Q4	$210K	Buy	+1,810	New	+$198K	0.04%	187
2021 Q1	–	Sell	-2,715	Closed	-$233K	–	180
2020 Q4	$233K	Hold	2,715	–	–	0.08%	129
2020 Q3	$217K	Hold	2,715	–	–	0.09%	123
2020 Q2	$214K	Buy	+2,715	New	+$206K	0.1%	113
2020 Q1	–	Sell	-2,715	Closed	-$253K	–	106
2019 Q4	$253K	Hold	2,715	–	–	0.16%	80
2019 Q3	$254K	Hold	2,715	–	–	0.18%	77
2019 Q2	$237K	Hold	2,715	–	–	0.18%	74
2019 Q1	$236K	Hold	2,715	–	–	0.18%	71
2018 Q4	$203K	Hold	2,715	–	–	0.17%	73
2018 Q3	$217K	Buy	+2,715	New	+$221K	0.19%	66

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 $11.5B AUM 18.72% 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

PDS Planning's IYR Position: Q1 2022 in Review

PDS Planning sold out of iShares US Real Estate ETF (IYR) in Q1 2022, closing a stake of 1,810 shares — an estimated $210K sold.

PDS Planning first reported a position in IYR in Q3 2018 and held it in 10 quarters. The position peaked at $254K in Q3 2019. 545 funds tracked by Wall St. Rank hold IYR as of Q1 2022.

PDS Planning reported no remaining iShares US Real Estate ETF position as of Q1 2022 after selling out during the quarter.
PDS Planning sold 1,810 iShares US Real Estate ETF shares in Q1 2022, an estimated $210K.
PDS Planning first reported a position in iShares US Real Estate ETF in Q3 2018 and held it in 10 quarters.
PDS Planning's iShares US Real Estate ETF position peaked at $254K in Q3 2019.
545 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2022.

Based on PDS Planning's 13F filing for Q1 2022, filed 18 Apr 2022.