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TFC Financial Management’s iShares US Real Estate ETF IYR Stock Holding History

TFC Financial Management’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
Q3 		– Sell
-1,151
Closed -$106K – 555
2022
Q2 		$106K Buy
1,151
+1,076
+1,435% +$107K 0.03% 146
2022
Q1 		$8K Hold
75
– – ﹤0.01% 324
2021
Q4 		$9K Hold
75
– – ﹤0.01% 352
2021
Q3 		$8K Hold
75
– – ﹤0.01% 352
2021
Q2 		$8K Buy
+75
New +$7.45K ﹤0.01% 337

Other funds holding IYR

CWM
CIBC World Markets New York $20.8B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

TFC Financial Management's IYR Position: Q3 2022 in Review

TFC Financial Management sold out of iShares US Real Estate ETF (IYR) in Q3 2022, closing a stake of 1,151 shares — an estimated $106K sold.

TFC Financial Management first reported a position in IYR in Q2 2021 and held it in 5 quarters. The position peaked at $106K in Q2 2022. 498 funds tracked by Wall St. Rank hold IYR as of Q3 2022.

  • TFC Financial Management reported no remaining iShares US Real Estate ETF position as of Q3 2022 after selling out during the quarter.
  • TFC Financial Management sold 1,151 iShares US Real Estate ETF shares in Q3 2022, an estimated $106K.
  • TFC Financial Management first reported a position in iShares US Real Estate ETF in Q2 2021 and held it in 5 quarters.
  • TFC Financial Management's iShares US Real Estate ETF position peaked at $106K in Q2 2022.
  • 498 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2022.

Based on TFC Financial Management's 13F filing for Q3 2022, filed 21 Oct 2022.