Sanford Advisory Services’s iShares US Real Estate ETF IYR Stock Holding History

Sanford Advisory Services’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 Q4	–	Sell	-2,909	Closed	-$237K	–	122
2022 Q3	$237K	Sell	2,909 -192	-6%	-$18.2K	0.07%	100
2022 Q2	$285K	Hold	3,101	–	–	0.08%	95
2022 Q1	$336K	Hold	3,101	–	–	0.09%	80
2021 Q4	$360K	Buy	3,101 +871	+39%	+$95.4K	0.08%	81
2021 Q3	$228K	Buy	2,230 +140	+7%	+$14.9K	0.06%	100
2021 Q2	$213K	Buy	+2,090	New	+$207K	0.05%	100
2021 Q1	–	Sell	-3,644	Closed	-$312K	–	105
2020 Q4	$312K	Buy	+3,644	New	+$303K	0.1%	74

Other funds holding IYR

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

CWM

CIBC World Markets New York $20.8B AUM

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

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 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

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

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

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

Sanford Advisory Services's IYR Position: Q4 2022 in Review

Sanford Advisory Services sold out of iShares US Real Estate ETF (IYR) in Q4 2022, closing a stake of 2,909 shares — an estimated $237K sold.

Sanford Advisory Services first reported a position in IYR in Q4 2020 and held it in 7 quarters. The position peaked at $360K in Q4 2021. 513 funds tracked by Wall St. Rank hold IYR as of Q4 2022.

Sanford Advisory Services reported no remaining iShares US Real Estate ETF position as of Q4 2022 after selling out during the quarter.
Sanford Advisory Services sold 2,909 iShares US Real Estate ETF shares in Q4 2022, an estimated $237K.
Sanford Advisory Services first reported a position in iShares US Real Estate ETF in Q4 2020 and held it in 7 quarters.
Sanford Advisory Services's iShares US Real Estate ETF position peaked at $360K in Q4 2021.
513 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q4 2022.

Based on Sanford Advisory Services's 13F filing for Q4 2022, filed 8 Feb 2023.