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Sterling Financial Planning’s iShares US Real Estate ETF IYR Stock Holding History

Sterling Financial Planning’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
Q4 		– Sell
-104
Closed -$11K – 250
2021
Q3 		$11K Hold
104
– – 0.01% 314
2021
Q2 		$11K Hold
104
– – 0.01% 293
2021
Q1 		$10K Hold
104
– – 0.01% 276
2020
Q4 		$9K Buy
+104
New +$8.66K 0.01% 268

Other funds holding IYR

Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
CWM
CIBC World Markets New York $20.8B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Sterling Financial Planning's IYR Position: Q4 2021 in Review

Sterling Financial Planning sold out of iShares US Real Estate ETF (IYR) in Q4 2021, closing a stake of 104 shares — an estimated $11K sold.

Sterling Financial Planning first reported a position in IYR in Q4 2020 and held it in 4 quarters. The position peaked at $11K in Q3 2021. 578 funds tracked by Wall St. Rank hold IYR as of Q4 2021.

  • Sterling Financial Planning reported no remaining iShares US Real Estate ETF position as of Q4 2021 after selling out during the quarter.
  • Sterling Financial Planning sold 104 iShares US Real Estate ETF shares in Q4 2021, an estimated $11K.
  • Sterling Financial Planning first reported a position in iShares US Real Estate ETF in Q4 2020 and held it in 4 quarters.
  • Sterling Financial Planning's iShares US Real Estate ETF position peaked at $11K in Q3 2021.
  • 578 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q4 2021.

Based on Sterling Financial Planning's 13F filing for Q4 2021, filed 2 Feb 2022.