Winch Advisory Services’s iShares US Real Estate ETF IYR Stock Holding History

Winch Advisory Services’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 Q4	–	Sell	-717	Closed	-$56K	–	453
2023 Q3	$56K	Sell	717 -39	-5%	-$3.32K	0.02%	131
2023 Q2	$65K	Sell	756 -130	-15%	-$10.9K	0.02%	117
2023 Q1	$75K	Sell	886 -47	-5%	-$4.11K	0.03%	110
2022 Q4	$79K	Buy	933 +162	+21%	+$13.6K	0.03%	105
2022 Q3	$63K	Buy	771 +2	+0.3%	+$189	0.03%	104
2022 Q2	$71K	Hold	769	–	–	0.03%	104
2022 Q1	$83K	Hold	769	–	–	0.03%	104
2021 Q4	$89K	Sell	769 -14	-2%	-$1.53K	0.03%	97
2021 Q3	$80K	Hold	783	–	–	0.03%	104
2021 Q2	$80K	Buy	783 +14	+2%	+$1.39K	0.03%	100
2021 Q1	$71K	Hold	769	–	–	0.03%	94
2020 Q4	$66K	Hold	769	–	–	0.03%	87
2020 Q3	$61K	Sell	769 -15	-2%	-$1.21K	0.03%	83
2020 Q2	$62K	Hold	784	–	–	0.03%	86
2020 Q1	$55K	Hold	784	–	–	0.03%	82
2019 Q4	$73K	Sell	784 -5	-0.6%	-$464	0.03%	93
2019 Q3	$74K	Sell	789 -42	-5%	-$3.83K	0.04%	90
2019 Q2	$73K	Hold	831	–	–	0.04%	92
2019 Q1	$72K	Sell	831 -14	-2%	-$1.16K	0.04%	97
2018 Q4	$63K	Sell	845 -22	-3%	-$1.73K	0.04%	89
2018 Q3	$69K	Hold	867	–	–	0.03%	93
2018 Q2	$70K	Hold	867	–	–	0.04%	99
2018 Q1	$65K	Hold	867	–	–	0.04%	103
2017 Q4	$70K	Hold	867	–	–	0.04%	87
2017 Q3	$71K	Sell	867 -2,989	-78%	-$240K	0.05%	78
2017 Q2	$308K	Sell	3,856 -104	-3%	-$8.27K	0.19%	64
2017 Q1	$311K	Sell	3,960 -52	-1%	-$4.06K	0.2%	66
2016 Q4	$309K	Buy	+4,012	New	+$305K	0.21%	59

Other funds holding IYR

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

CWM

CIBC World Markets New York $20.8B AUM

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

Winch Advisory Services's IYR Position: Q4 2023 in Review

Winch Advisory Services sold out of iShares US Real Estate ETF (IYR) in Q4 2023, closing a stake of 717 shares — an estimated $56K sold.

Winch Advisory Services first reported a position in IYR in Q4 2016 and held it in 28 quarters. The position peaked at $311K in Q1 2017. 514 funds tracked by Wall St. Rank hold IYR as of Q4 2023.

Winch Advisory Services reported no remaining iShares US Real Estate ETF position as of Q4 2023 after selling out during the quarter.
Winch Advisory Services sold 717 iShares US Real Estate ETF shares in Q4 2023, an estimated $56K.
Winch Advisory Services first reported a position in iShares US Real Estate ETF in Q4 2016 and held it in 28 quarters.
Winch Advisory Services's iShares US Real Estate ETF position peaked at $311K in Q1 2017.
514 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q4 2023.

Based on Winch Advisory Services's 13F filing for Q4 2023, filed 18 Jan 2024.