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Wealth Enhancement & Preservation of GA’s iShares US Real Estate ETF IYR Stock Holding History

Wealth Enhancement & Preservation of GA’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
Q4 		– Sell
-15,234
Closed -$1.24M – 54
2022
Q3 		$1.24M Buy
15,234
+12,035
+376% +$1.14M 1.99% 17
2022
Q2 		$285K Sell
3,199
-1,794
-36% -$179K 0.3% 49
2022
Q1 		$540K Buy
4,993
+710
+17% +$74.9K 0.42% 40
2021
Q4 		$497K Buy
4,283
+393
+10% +$43.1K 0.34% 38
2021
Q3 		$398K Buy
3,890
+145
+4% +$15.4K 0.31% 41
2021
Q2 		$382K Buy
3,745
+154
+4% +$15.3K 0.28% 45
2021
Q1 		$341K Sell
3,591
-57
-2% -$5K 0.26% 45
2020
Q4 		$312K Sell
3,648
-3,015
-45% -$251K 0.27% 46
2020
Q3 		$497K Buy
6,663
+1,194
+22% +$96.4K 0.51% 47
2020
Q2 		$402K Sell
5,469
-4,652
-46% -$353K 0.5% 43
2020
Q1 		$682K Buy
+10,121
New +$896K 0.65% 22

Other funds holding IYR

Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
CWM
CIBC World Markets New York $20.8B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 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 $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wealth Enhancement & Preservation of GA's IYR Position: Q4 2022 in Review

Wealth Enhancement & Preservation of GA sold out of iShares US Real Estate ETF (IYR) in Q4 2022, closing a stake of 15,234 shares — an estimated $1.24M sold.

Wealth Enhancement & Preservation of GA first reported a position in IYR in Q1 2020 and held it in 11 quarters. The position peaked at $1.24M in Q3 2022. 513 funds tracked by Wall St. Rank hold IYR as of Q4 2022.

  • Wealth Enhancement & Preservation of GA reported no remaining iShares US Real Estate ETF position as of Q4 2022 after selling out during the quarter.
  • Wealth Enhancement & Preservation of GA sold 15,234 iShares US Real Estate ETF shares in Q4 2022, an estimated $1.24M.
  • Wealth Enhancement & Preservation of GA first reported a position in iShares US Real Estate ETF in Q1 2020 and held it in 11 quarters.
  • Wealth Enhancement & Preservation of GA's iShares US Real Estate ETF position peaked at $1.24M in Q3 2022.
  • 513 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q4 2022.

Based on Wealth Enhancement & Preservation of GA's 13F filing for Q4 2022, filed 9 Feb 2023.