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

Personal 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
2022 Q2	–	Sell	-5,599	Closed	-$606K	–	38
2022 Q1	$606K	Hold	5,599	–	–	0.26%	41
2021 Q4	$650K	Hold	5,599	–	–	0.27%	41
2021 Q3	$573K	Hold	5,599	–	–	0.24%	42
2021 Q2	$571K	Hold	5,599	–	–	0.23%	44
2021 Q1	$515K	Sell	5,599 -135	-2%	-$11.8K	0.23%	46
2020 Q4	$491K	Buy	5,734 +135	+2%	+$11.2K	0.23%	41
2020 Q3	$447K	Sell	5,599 -1,275	-19%	-$103K	0.23%	38
2020 Q2	$542K	Hold	6,874	–	–	0.3%	33
2020 Q1	$478K	Hold	6,874	–	–	0.29%	32
2019 Q4	$640K	Buy	6,874 +815	+13%	+$75.6K	0.28%	35
2019 Q3	$567K	Buy	+6,059	New	+$552K	0.26%	36

Other funds holding IYR

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

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

CWM

CIBC World Markets New York $20.8B AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

Personal Wealth Partners's IYR Position: Q2 2022 in Review

Personal Wealth Partners sold out of iShares US Real Estate ETF (IYR) in Q2 2022, closing a stake of 5,599 shares — an estimated $606K sold.

Personal Wealth Partners first reported a position in IYR in Q3 2019 and held it in 11 quarters. The position peaked at $650K in Q4 2021. 521 funds tracked by Wall St. Rank hold IYR as of Q2 2022.

Personal Wealth Partners reported no remaining iShares US Real Estate ETF position as of Q2 2022 after selling out during the quarter.
Personal Wealth Partners sold 5,599 iShares US Real Estate ETF shares in Q2 2022, an estimated $606K.
Personal Wealth Partners first reported a position in iShares US Real Estate ETF in Q3 2019 and held it in 11 quarters.
Personal Wealth Partners's iShares US Real Estate ETF position peaked at $650K in Q4 2021.
521 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2022.

Based on Personal Wealth Partners's 13F filing for Q2 2022.