Pinnacle Family Advisors’s iShares US Real Estate ETF IYR Stock Holding History

Pinnacle Family 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
2023 Q2	–	Sell	-6,360	Closed	-$540K	–	113
2023 Q1	$540K	Buy	+6,360	New	+$556K	0.33%	57
2022 Q3	–	Sell	-11,116	Closed	-$1.02M	–	84
2022 Q2	$1.02M	Sell	11,116 -43,973	-80%	-$4.38M	0.83%	25
2022 Q1	$5.96M	Sell	55,089 -9,584	-15%	-$1.01M	3.18%	10
2021 Q4	$7.51M	Sell	64,673 -17,374	-21%	-$1.9M	3.4%	9
2021 Q3	$8.4M	Buy	+82,047	New	+$8.73M	3.76%	8
2020 Q2	–	Sell	-22,265	Closed	-$1.55M	–	85
2020 Q1	$1.55M	Buy	+22,265	New	+$1.97M	1.86%	20
2018 Q4	–	Sell	-49,215	Closed	-$3.94M	–	67
2018 Q3	$3.94M	Buy	+49,215	New	+$4.01M	2.08%	12
2017 Q4	–	Sell	-121,276	Closed	-$9.69M	–	76
2017 Q3	$9.69M	Buy	+121,276	New	+$9.74M	4.55%	6

Other funds holding IYR

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 $12.8B AUM 19.73% 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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Pinnacle Family Advisors's IYR Position: Q2 2023 in Review

Pinnacle Family Advisors sold out of iShares US Real Estate ETF (IYR) in Q2 2023, closing a stake of 6,360 shares — an estimated $540K sold.

Pinnacle Family Advisors first reported a position in IYR in Q3 2017 and held it in 8 quarters. The position peaked at $9.69M in Q3 2017. 481 funds tracked by Wall St. Rank hold IYR as of Q2 2023.

Pinnacle Family Advisors reported no remaining iShares US Real Estate ETF position as of Q2 2023 after selling out during the quarter.
Pinnacle Family Advisors sold 6,360 iShares US Real Estate ETF shares in Q2 2023, an estimated $540K.
Pinnacle Family Advisors first reported a position in iShares US Real Estate ETF in Q3 2017 and held it in 8 quarters.
Pinnacle Family Advisors's iShares US Real Estate ETF position peaked at $9.69M in Q3 2017.
481 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2023.

Based on Pinnacle Family Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.