TCWP’s iShares US Real Estate ETF IYR Stock Holding History

TCWP’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	-212	Closed	-$22K	–	1011
2022 Q1	$22K	Sell	212 -2,307	-92%	-$243K	﹤0.01%	682
2021 Q4	$292K	Buy	+2,519	New	+$276K	0.06%	205

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

TCWP's IYR Position: Q2 2022 in Review

TCWP sold out of iShares US Real Estate ETF (IYR) in Q2 2022, closing a stake of 212 shares — an estimated $22K sold.

TCWP first reported a position in IYR in Q4 2021 and held it in 2 quarters. The position peaked at $292K in Q4 2021. 521 funds tracked by Wall St. Rank hold IYR as of Q2 2022.

TCWP reported no remaining iShares US Real Estate ETF position as of Q2 2022 after selling out during the quarter.
TCWP sold 212 iShares US Real Estate ETF shares in Q2 2022, an estimated $22K.
TCWP first reported a position in iShares US Real Estate ETF in Q4 2021 and held it in 2 quarters.
TCWP's iShares US Real Estate ETF position peaked at $292K in Q4 2021.
521 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.