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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 $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $4.96B AUM 31.83% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return