Plante Moran Financial Advisors’s iShares US Real Estate ETF IYR Stock Holding History

Plante Moran Financial 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 Q3	–	Sell	-240	Closed	-$20.8K	–	813
2023 Q2	$20.8K	Hold	240	–	–	﹤0.01%	435
2023 Q1	$20.4K	Hold	240	–	–	﹤0.01%	437
2022 Q4	$20.2K	Hold	240	–	–	﹤0.01%	455
2022 Q3	$20K	Hold	240	–	–	﹤0.01%	463
2022 Q2	$22K	Hold	240	–	–	﹤0.01%	448
2022 Q1	$26K	Hold	240	–	–	﹤0.01%	439
2021 Q4	$28K	Buy	+240	New	+$26.3K	﹤0.01%	481
2020 Q2	–	Sell	-95	Closed	-$7K	–	806
2020 Q1	$7K	Buy	+95	New	+$8.41K	﹤0.01%	536
2018 Q3	–	Sell	-918	Closed	-$74K	–	807
2018 Q2	$74K	Buy	+918	New	+$70.7K	0.04%	264
2017 Q2	–	Sell	-181	Closed	-$14K	–	869
2017 Q1	$14K	Buy	+181	New	+$14.1K	0.01%	530
2014 Q4	–	Sell	-400	Closed	-$28K	–	826
2014 Q3	$28K	Buy	+400	New	+$29K	0.02%	354
2014 Q1	–	Sell	-200	Closed	-$13K	–	660
2013 Q4	$13K	Sell	200 -300	-60%	-$19.3K	0.01%	408
2013 Q3	$32K	Buy	500 +275	+122%	+$18K	0.02%	237
2013 Q2	$15K	Buy	+225	New	+$15.9K	0.01%	280

Other funds holding IYR

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 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 $289B AUM 60.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Plante Moran Financial Advisors's IYR Position: Q3 2023 in Review

Plante Moran Financial Advisors sold out of iShares US Real Estate ETF (IYR) in Q3 2023, closing a stake of 240 shares — an estimated $20.8K sold.

Plante Moran Financial Advisors first reported a position in IYR in Q2 2013 and held it in 14 quarters. The position peaked at $74K in Q2 2018. 458 funds tracked by Wall St. Rank hold IYR as of Q3 2023.

Plante Moran Financial Advisors reported no remaining iShares US Real Estate ETF position as of Q3 2023 after selling out during the quarter.
Plante Moran Financial Advisors sold 240 iShares US Real Estate ETF shares in Q3 2023, an estimated $20.8K.
Plante Moran Financial Advisors first reported a position in iShares US Real Estate ETF in Q2 2013 and held it in 14 quarters.
Plante Moran Financial Advisors's iShares US Real Estate ETF position peaked at $74K in Q2 2018.
458 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2023.

Based on Plante Moran Financial Advisors's 13F filing for Q3 2023, filed 7 Nov 2023.