Wipfli Financial Advisors’s iShares US Real Estate ETF IYR Stock Holding History

Wipfli Financial Advisors’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	$70K	Buy	+854	New	+$80.8K	﹤0.01%	911

Other funds holding IYR

CWM

CIBC World Markets New York $20.8B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wipfli Financial Advisors's IYR Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in iShares US Real Estate ETF (IYR) in Q3 2022: 854 shares worth $70K. The stake represents ﹤0.01% of the portfolio and ranks #911 among its holdings.

498 funds tracked by Wall St. Rank hold IYR as of Q3 2022.

Wipfli Financial Advisors held 854 shares of iShares US Real Estate ETF worth $70K as of Q3 2022.
iShares US Real Estate ETF was a new Wipfli Financial Advisors position in Q3 2022.
iShares US Real Estate ETF made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #911 holding.
498 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.