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WealthPLAN Partners’s iShares US Real Estate ETF IYR Stock Holding History

WealthPLAN Partners’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
2023
Q3 		– Sell
-87
Closed -$7.53K – 729
2023
Q2 		$7.53K Hold
87
– – ﹤0.01% 840
2023
Q1 		$7.39K Buy
+87
New +$7.61K ﹤0.01% 932
2016
Q3 		$7.02K Buy
+90
New +$7.45K ﹤0.01% 652
2015
Q4 		$14.3K Buy
+191
New +$14.3K ﹤0.01% 1034
2015
Q2 		– Sell
-184
Closed -$15K – 475
2015
Q1 		$15K Buy
+184
New +$14.7K 0.01% 345

Other funds holding IYR

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

WealthPLAN Partners's IYR Position: Q3 2023 in Review

WealthPLAN Partners sold out of iShares US Real Estate ETF (IYR) in Q3 2023, closing a stake of 87 shares — an estimated $7.53K sold.

WealthPLAN Partners first reported a position in IYR in Q1 2015 and held it in 5 quarters. The position peaked at $15K in Q1 2015. 458 funds tracked by Wall St. Rank hold IYR as of Q3 2023.

  • WealthPLAN Partners reported no remaining iShares US Real Estate ETF position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 87 iShares US Real Estate ETF shares in Q3 2023, an estimated $7.53K.
  • WealthPLAN Partners first reported a position in iShares US Real Estate ETF in Q1 2015 and held it in 5 quarters.
  • WealthPLAN Partners's iShares US Real Estate ETF position peaked at $15K in Q1 2015.
  • 458 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.