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Retirement Planning Company of New England’s iShares US Real Estate ETF IYR Stock Holding History

Retirement Planning Company of New England’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
Q1 		– Sell
-53
Closed -$6K – 565
2021
Q4 		$6K Buy
+53
New +$5.81K ﹤0.01% 730

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WI
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
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BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Retirement Planning Company of New England's IYR Position: Q1 2022 in Review

Retirement Planning Company of New England sold out of iShares US Real Estate ETF (IYR) in Q1 2022, closing a stake of 53 shares — an estimated $6K sold.

Retirement Planning Company of New England first reported a position in IYR in Q4 2021 and held it in 1 quarter. The position peaked at $6K in Q4 2021. 545 funds tracked by Wall St. Rank hold IYR as of Q1 2022.

  • Retirement Planning Company of New England reported no remaining iShares US Real Estate ETF position as of Q1 2022 after selling out during the quarter.
  • Retirement Planning Company of New England sold 53 iShares US Real Estate ETF shares in Q1 2022, an estimated $6K.
  • Retirement Planning Company of New England first reported a position in iShares US Real Estate ETF in Q4 2021 and held it in 1 quarter.
  • Retirement Planning Company of New England's iShares US Real Estate ETF position peaked at $6K in Q4 2021.
  • 545 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2022.

Based on Retirement Planning Company of New England's 13F filing for Q1 2022, filed 6 May 2022.