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

Perfromance Wealth Partners’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 Q4	–	Sell	-2,895	Closed	-$226K	–	172
2023 Q3	$226K	Sell	2,895 -300	-9%	-$25.6K	0.01%	151
2023 Q2	$280K	Sell	3,195 -2,256	-41%	-$189K	0.01%	150
2023 Q1	$463K	Sell	5,451 -500	-8%	-$43.7K	0.02%	117
2022 Q4	$501K	Sell	5,951 -274	-4%	-$23K	0.03%	102
2022 Q3	$507K	Sell	6,225 -100	-2%	-$9.47K	0.03%	97
2022 Q2	$582K	Sell	6,325 -200	-3%	-$19.9K	0.03%	93
2022 Q1	$706K	Sell	6,525 -50	-0.8%	-$5.28K	0.03%	94
2021 Q4	$764K	Buy	+6,575	New	+$720K	0.03%	96

Other funds holding IYR

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

CWM

CIBC World Markets New York $20.8B AUM

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Perfromance Wealth Partners's IYR Position: Q4 2023 in Review

Perfromance Wealth Partners sold out of iShares US Real Estate ETF (IYR) in Q4 2023, closing a stake of 2,895 shares — an estimated $226K sold.

Perfromance Wealth Partners first reported a position in IYR in Q4 2021 and held it in 8 quarters. The position peaked at $764K in Q4 2021. 514 funds tracked by Wall St. Rank hold IYR as of Q4 2023.

Perfromance Wealth Partners reported no remaining iShares US Real Estate ETF position as of Q4 2023 after selling out during the quarter.
Perfromance Wealth Partners sold 2,895 iShares US Real Estate ETF shares in Q4 2023, an estimated $226K.
Perfromance Wealth Partners first reported a position in iShares US Real Estate ETF in Q4 2021 and held it in 8 quarters.
Perfromance Wealth Partners's iShares US Real Estate ETF position peaked at $764K in Q4 2021.
514 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q4 2023.

Based on Perfromance Wealth Partners's 13F filing for Q4 2023, filed 22 Jan 2024.