Sawyer & Company’s iShares US Real Estate ETF IYR Stock Holding History

Sawyer & Company’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 Q3	–	Sell	-155	Closed	-$14K	–	174
2022 Q2	$14K	Sell	155 -175	-53%	-$17.4K	0.01%	152
2022 Q1	$36K	Hold	330	–	–	0.02%	139
2021 Q4	$38K	Hold	330	–	–	0.02%	138
2021 Q3	$34K	Hold	330	–	–	0.02%	137
2021 Q2	$34K	Hold	330	–	–	0.02%	129
2021 Q1	$30K	Hold	330	–	–	0.01%	128
2020 Q4	$28K	Hold	330	–	–	0.01%	127
2020 Q3	$26K	Hold	330	–	–	0.02%	130
2020 Q2	$26K	Hold	330	–	–	0.02%	132
2020 Q1	$23K	Hold	330	–	–	0.02%	132
2019 Q4	$31K	Hold	330	–	–	0.02%	137
2019 Q3	$31K	Hold	330	–	–	0.02%	131
2019 Q2	$29K	Hold	330	–	–	0.02%	139
2019 Q1	$29K	Hold	330	–	–	0.02%	134
2018 Q4	$25K	Hold	330	–	–	0.02%	140
2018 Q3	$26K	Hold	330	–	–	0.02%	151
2018 Q2	$27K	Hold	330	–	–	0.02%	145
2018 Q1	$25K	Hold	330	–	–	0.02%	151
2017 Q4	$27K	Buy	+330	New	+$26.8K	0.02%	136

Other funds holding IYR

CWM

CIBC World Markets New York $20.8B AUM

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Sawyer & Company's IYR Position: Q3 2022 in Review

Sawyer & Company sold out of iShares US Real Estate ETF (IYR) in Q3 2022, closing a stake of 155 shares — an estimated $14K sold.

Sawyer & Company first reported a position in IYR in Q4 2017 and held it in 19 quarters. The position peaked at $38K in Q4 2021. 498 funds tracked by Wall St. Rank hold IYR as of Q3 2022.

Sawyer & Company reported no remaining iShares US Real Estate ETF position as of Q3 2022 after selling out during the quarter.
Sawyer & Company sold 155 iShares US Real Estate ETF shares in Q3 2022, an estimated $14K.
Sawyer & Company first reported a position in iShares US Real Estate ETF in Q4 2017 and held it in 19 quarters.
Sawyer & Company's iShares US Real Estate ETF position peaked at $38K in Q4 2021.
498 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2022.

Based on Sawyer & Company's 13F filing for Q3 2022, filed 25 Oct 2022.