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

Advisornet Financial’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
-2
Closed -$156 – 2463
2023
Q3 		$156 Sell
2
-265
-99% -$22.6K ﹤0.01% 2167
2023
Q2 		$23.1K Hold
267
– – ﹤0.01% 1034
2023
Q1 		$22.7K Hold
267
– – ﹤0.01% 1035
2022
Q4 		$22.5K Sell
267
-225
-46% -$18.9K ﹤0.01% 1020
2022
Q3 		$40K Sell
492
-383
-44% -$36.3K ﹤0.01% 916
2022
Q2 		$80K Sell
875
-161
-16% -$16.1K 0.01% 740
2022
Q1 		$112K Buy
1,036
+2
+0.2% +$211 0.01% 716
2021
Q4 		$120K Buy
1,034
+5
+0.5% +$548 0.01% 735
2021
Q3 		$105K Hold
1,029
– – 0.01% 773
2021
Q2 		$105K Buy
1,029
+4
+0.4% +$397 0.01% 771
2021
Q1 		$94K Hold
1,025
– – 0.01% 771
2020
Q4 		$88K Sell
1,025
-7,618
-88% -$634K 0.01% 730
2020
Q3 		$688K Buy
8,643
+2,589
+43% +$209K 0.06% 280
2020
Q2 		$477K Buy
6,054
+732
+14% +$55.5K 0.04% 349
2020
Q1 		$370K Buy
5,322
+3,408
+178% +$302K 0.03% 362
2019
Q4 		$178K Buy
1,914
+380
+25% +$35.2K 0.02% 528
2019
Q3 		$144K Buy
1,534
+13
+0.9% +$1.18K 0.01% 583
2019
Q2 		$133K Sell
1,521
-226
-13% -$19.8K 0.01% 533
2019
Q1 		$152K Buy
1,747
+402
+30% +$33.2K 0.02% 472
2018
Q4 		$101K Sell
1,345
-57
-4% -$4.48K 0.01% 515
2018
Q3 		$112K Hold
1,402
– – 0.01% 531
2018
Q2 		$113K Hold
1,402
– – 0.02% 498
2018
Q1 		$106K Sell
1,402
-1,427
-50% -$108K 0.01% 516
2017
Q4 		$229K Buy
+2,829
New +$230K 0.03% 323

Other funds holding IYR

Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
CWM
CIBC World Markets New York $20.8B AUM
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

Advisornet Financial's IYR Position: Q4 2023 in Review

Advisornet Financial sold out of iShares US Real Estate ETF (IYR) in Q4 2023, closing a stake of 2 shares — an estimated $156 sold.

Advisornet Financial first reported a position in IYR in Q4 2017 and held it in 24 quarters. The position peaked at $688K in Q3 2020. 514 funds tracked by Wall St. Rank hold IYR as of Q4 2023.

  • Advisornet Financial reported no remaining iShares US Real Estate ETF position as of Q4 2023 after selling out during the quarter.
  • Advisornet Financial sold 2 iShares US Real Estate ETF shares in Q4 2023, an estimated $156.
  • Advisornet Financial first reported a position in iShares US Real Estate ETF in Q4 2017 and held it in 24 quarters.
  • Advisornet Financial's iShares US Real Estate ETF position peaked at $688K in Q3 2020.
  • 514 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q4 2023.

Based on Advisornet Financial's 13F filing for Q4 2023, filed 19 Jan 2024.