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American Portfolios Advisors’s iShares US Real Estate ETF IYR Stock Holding History

American Portfolios 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 		$144K Sell
1,768
-266
-13% -$25.2K 0.01% 1157
2022
Q2 		$187K Sell
2,034
-139
-6% -$13.9K 0.01% 1078
2022
Q1 		$235K Sell
2,173
-2,204
-50% -$233K 0.01% 1082
2021
Q4 		$508K Buy
4,377
+2,227
+104% +$244K 0.02% 729
2021
Q3 		$220K Buy
2,150
+141
+7% +$15K 0.01% 1069
2021
Q2 		$205K Sell
2,009
-15
-0.7% -$1.49K 0.01% 1087
2021
Q1 		$186K Buy
2,024
+70
+4% +$6.14K 0.01% 1052
2020
Q4 		$167K Sell
1,954
-50
-2% -$4.16K 0.01% 955
2020
Q3 		$160K Sell
2,004
-492
-20% -$39.7K 0.01% 889
2020
Q2 		$197K Buy
2,496
+1
+0% +$76 0.01% 740
2020
Q1 		$174K Sell
2,495
-2,142
-46% -$190K 0.01% 698
2019
Q4 		$432K Sell
4,637
-4,321
-48% -$401K 0.03% 475
2019
Q3 		$838K Buy
8,958
+289
+3% +$26.3K 0.07% 275
2019
Q2 		$757K Buy
8,669
+4,043
+87% +$354K 0.06% 292
2019
Q1 		$403K Sell
4,626
-4,412
-49% -$365K 0.04% 419
2018
Q4 		$677K Buy
9,038
+6,997
+343% +$550K 0.08% 228
2018
Q3 		$163K Hold
2,041
– – 0.02% 658
2018
Q2 		$164K Hold
2,041
– – 0.02% 631
2018
Q1 		$154K Buy
2,041
+305
+18% +$23.1K 0.02% 613
2017
Q4 		$141K Buy
+1,736
New +$141K 0.02% 626

Other funds holding IYR

CWM
CIBC World Markets New York $20.8B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

American Portfolios Advisors's IYR Position: Q3 2022 in Review

American Portfolios Advisors reduced its iShares US Real Estate ETF (IYR) stake by 13% in Q3 2022, selling an estimated $25.2K and leaving 1,768 shares worth $144K. The position accounts for 0.01% of the portfolio, ranked #1157.

American Portfolios Advisors first reported a position in IYR in Q4 2017 and has held it in 20 quarters since. The position peaked at $838K in Q3 2019. 498 funds tracked by Wall St. Rank hold IYR as of Q3 2022.

  • American Portfolios Advisors held 1,768 shares of iShares US Real Estate ETF worth $144K as of Q3 2022.
  • American Portfolios Advisors sold 266 iShares US Real Estate ETF shares in Q3 2022, an estimated $25.2K.
  • iShares US Real Estate ETF made up 0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #1157 holding.
  • American Portfolios Advisors first reported a position in iShares US Real Estate ETF in Q4 2017 and has held it in 20 quarters since.
  • American Portfolios Advisors's iShares US Real Estate ETF position peaked at $838K in Q3 2019.
  • 498 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.