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

Pinnacle Wealth 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
2021 Q2	$667K	Buy	+6,549	New	+$650K	0.03%	243

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

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 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

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 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

Pinnacle Wealth Advisors's IYR Position: Q2 2021 in Review

Pinnacle Wealth Advisors opened a new position in iShares US Real Estate ETF (IYR) in Q2 2021: 6,549 shares worth $667K. The stake represents 0.03% of the portfolio and ranks #243 among its holdings.

470 funds tracked by Wall St. Rank hold IYR as of Q2 2021.

Pinnacle Wealth Advisors held 6,549 shares of iShares US Real Estate ETF worth $667K as of Q2 2021.
iShares US Real Estate ETF was a new Pinnacle Wealth Advisors position in Q2 2021.
iShares US Real Estate ETF made up 0.03% of Pinnacle Wealth Advisors's portfolio in Q2 2021, its #243 holding.
470 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2021.

Based on Pinnacle Wealth Advisors's 13F filing for Q2 2021, filed 21 Jul 2021.