Worth Asset Management’s iShares US Real Estate ETF IYR Stock Holding History

Worth Asset Management’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	-544	Closed	-$44K	–	494
2022 Q3	$44K	Buy	+544	New	+$51.5K	0.03%	156

Other funds holding IYR

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

CWM

CIBC World Markets New York $20.8B AUM

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

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return

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

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

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

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

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

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

Worth Asset Management's IYR Position: Q4 2022 in Review

Worth Asset Management sold out of iShares US Real Estate ETF (IYR) in Q4 2022, closing a stake of 544 shares — an estimated $44K sold.

Worth Asset Management first reported a position in IYR in Q3 2022 and held it in 1 quarter. The position peaked at $44K in Q3 2022. 513 funds tracked by Wall St. Rank hold IYR as of Q4 2022.

Worth Asset Management reported no remaining iShares US Real Estate ETF position as of Q4 2022 after selling out during the quarter.
Worth Asset Management sold 544 iShares US Real Estate ETF shares in Q4 2022, an estimated $44K.
Worth Asset Management first reported a position in iShares US Real Estate ETF in Q3 2022 and held it in 1 quarter.
Worth Asset Management's iShares US Real Estate ETF position peaked at $44K in Q3 2022.
513 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q4 2022.

Based on Worth Asset Management's 13F filing for Q4 2022, filed 13 Jan 2023.