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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 $280B AUM 33.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CWM
CIBC World Markets New York $19.9B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return