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Tempus Wealth Planning’s iShares US Real Estate ETF IYR Stock Holding History

Tempus Wealth 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
2022
Q2 		– Sell
-1,955
Closed -$212K – 136
2022
Q1 		$212K Sell
1,955
-114
-6% -$12K 0.15% 132
2021
Q4 		$240K Buy
2,069
+57
+3% +$6.24K 0.13% 137
2021
Q3 		$206K Buy
+2,012
New +$214K 0.12% 144
2020
Q1 		– Sell
-43,542
Closed -$4.05M – 68
2019
Q4 		$4.05M Buy
+43,542
New +$4.04M 3.57% 7

Other funds holding IYR

Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CWM
CIBC World Markets New York $20.8B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Tempus Wealth Planning's IYR Position: Q2 2022 in Review

Tempus Wealth Planning sold out of iShares US Real Estate ETF (IYR) in Q2 2022, closing a stake of 1,955 shares — an estimated $212K sold.

Tempus Wealth Planning first reported a position in IYR in Q4 2019 and held it in 4 quarters. The position peaked at $4.05M in Q4 2019. 521 funds tracked by Wall St. Rank hold IYR as of Q2 2022.

  • Tempus Wealth Planning reported no remaining iShares US Real Estate ETF position as of Q2 2022 after selling out during the quarter.
  • Tempus Wealth Planning sold 1,955 iShares US Real Estate ETF shares in Q2 2022, an estimated $212K.
  • Tempus Wealth Planning first reported a position in iShares US Real Estate ETF in Q4 2019 and held it in 4 quarters.
  • Tempus Wealth Planning's iShares US Real Estate ETF position peaked at $4.05M in Q4 2019.
  • 521 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2022.

Based on Tempus Wealth Planning's 13F filing for Q2 2022, filed 5 Aug 2022.