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Personal Capital Advisors’s iShares US Real Estate ETF IYR Stock Holding History

Personal Capital Advisors’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
-2,354
Closed -$217K – 462
2022
Q2 		$217K Hold
2,354
– – ﹤0.01% 419
2022
Q1 		$255K Sell
2,354
-398
-14% -$42K ﹤0.01% 423
2021
Q4 		$320K Buy
2,752
+190
+7% +$20.8K ﹤0.01% 425
2021
Q3 		$262K Buy
2,562
+18
+0.7% +$1.92K ﹤0.01% 431
2021
Q2 		$259K Buy
+2,544
New +$253K ﹤0.01% 420

Other funds holding IYR

CWM
CIBC World Markets New York $20.8B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Barclays
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

Personal Capital Advisors's IYR Position: Q3 2022 in Review

Personal Capital Advisors sold out of iShares US Real Estate ETF (IYR) in Q3 2022, closing a stake of 2,354 shares — an estimated $217K sold.

Personal Capital Advisors first reported a position in IYR in Q2 2021 and held it in 5 quarters. The position peaked at $320K in Q4 2021. 498 funds tracked by Wall St. Rank hold IYR as of Q3 2022.

  • Personal Capital Advisors reported no remaining iShares US Real Estate ETF position as of Q3 2022 after selling out during the quarter.
  • Personal Capital Advisors sold 2,354 iShares US Real Estate ETF shares in Q3 2022, an estimated $217K.
  • Personal Capital Advisors first reported a position in iShares US Real Estate ETF in Q2 2021 and held it in 5 quarters.
  • Personal Capital Advisors's iShares US Real Estate ETF position peaked at $320K in Q4 2021.
  • 498 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2022.

Based on Personal Capital Advisors's 13F filing for Q3 2022, filed 7 Nov 2022.