Tarbox Family Office’s iShares US Real Estate ETF IYR Stock Holding History

Tarbox Family Office’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 Q2	–	Sell	-1,500	Closed	-$162K	–	558
2022 Q1	$162K	Hold	1,500	–	–	0.03%	104
2021 Q4	$174K	Hold	1,500	–	–	0.03%	129
2021 Q3	$154K	Hold	1,500	–	–	0.03%	147
2021 Q2	$153K	Hold	1,500	–	–	0.03%	150
2021 Q1	$138K	Hold	1,500	–	–	0.03%	135
2020 Q4	$128K	Hold	1,500	–	–	0.03%	137
2020 Q3	$120K	Hold	1,500	–	–	0.03%	133
2020 Q2	$118K	Hold	1,500	–	–	0.03%	129
2020 Q1	$104K	Hold	1,500	–	–	0.03%	130
2019 Q4	$140K	Hold	1,500	–	–	0.04%	124
2019 Q3	$140K	Hold	1,500	–	–	0.04%	106
2019 Q2	$131K	Hold	1,500	–	–	0.04%	110
2019 Q1	$131K	Hold	1,500	–	–	0.05%	104
2018 Q4	$112K	Hold	1,500	–	–	0.05%	107
2018 Q3	$120K	Hold	1,500	–	–	0.04%	114
2018 Q2	$121K	Hold	1,500	–	–	0.05%	111
2018 Q1	$113K	Hold	1,500	–	–	0.04%	119
2017 Q4	$122K	Hold	1,500	–	–	0.05%	113
2017 Q3	$120K	Hold	1,500	–	–	0.05%	107
2017 Q2	$120K	Buy	+1,500	New	+$119K	0.06%	101

Other funds holding IYR

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

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

CWM

CIBC World Markets New York $20.8B AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Tarbox Family Office's IYR Position: Q2 2022 in Review

Tarbox Family Office sold out of iShares US Real Estate ETF (IYR) in Q2 2022, closing a stake of 1,500 shares — an estimated $162K sold.

Tarbox Family Office first reported a position in IYR in Q2 2017 and held it in 20 quarters. The position peaked at $174K in Q4 2021. 521 funds tracked by Wall St. Rank hold IYR as of Q2 2022.

Tarbox Family Office reported no remaining iShares US Real Estate ETF position as of Q2 2022 after selling out during the quarter.
Tarbox Family Office sold 1,500 iShares US Real Estate ETF shares in Q2 2022, an estimated $162K.
Tarbox Family Office first reported a position in iShares US Real Estate ETF in Q2 2017 and held it in 20 quarters.
Tarbox Family Office's iShares US Real Estate ETF position peaked at $174K in Q4 2021.
521 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2022.

Based on Tarbox Family Office's 13F filing for Q2 2022, filed 19 Jul 2022.