BDO Wealth Advisors’s iShares US Real Estate ETF IYR Stock Holding History

BDO Wealth 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
2023 Q2	$2.6K	Hold	30	–	–	﹤0.01%	836
2023 Q1	$2.55K	Hold	30	–	–	﹤0.01%	883
2022 Q4	$2.53K	Hold	30	–	–	﹤0.01%	847
2022 Q3	$2K	Hold	30	–	–	﹤0.01%	927
2022 Q2	$3K	Buy	+30	New	+$2.99K	﹤0.01%	853
2020 Q2	–	Sell	-15	Closed	-$1K	–	730
2020 Q1	$1K	Hold	15	–	–	﹤0.01%	709
2019 Q4	$1K	Hold	15	–	–	﹤0.01%	569
2019 Q3	$1K	Hold	15	–	–	﹤0.01%	609
2019 Q2	$1K	Hold	15	–	–	﹤0.01%	599
2019 Q1	$1K	Sell	15 -11	-42%	-$910	﹤0.01%	588
2018 Q4	$2K	Hold	26	–	–	﹤0.01%	495
2018 Q3	$2K	Hold	26	–	–	﹤0.01%	561
2018 Q2	$2K	Sell	26 -404	-94%	-$31.1K	﹤0.01%	586
2018 Q1	$32K	Buy	+430	New	+$32.6K	0.01%	282
2017 Q3	–	Sell	-140	Closed	-$11K	–	499
2017 Q2	$11K	Buy	+140	New	+$11.1K	﹤0.01%	362

Other funds holding IYR

Morgan Stanley New York $1.66T AUM 25.57% 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 $11.5B AUM 18.72% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

BDO Wealth Advisors's IYR Position: Q2 2023 in Review

BDO Wealth Advisors held its iShares US Real Estate ETF (IYR) position steady in Q2 2023 at 30 shares worth $2.6K. The position accounts for ﹤0.01% of the portfolio, ranked #836.

BDO Wealth Advisors first reported a position in IYR in Q2 2017 and has held it in 15 quarters since. The position peaked at $32K in Q1 2018. 481 funds tracked by Wall St. Rank hold IYR as of Q2 2023.

BDO Wealth Advisors held 30 shares of iShares US Real Estate ETF worth $2.6K as of Q2 2023.
BDO Wealth Advisors left its iShares US Real Estate ETF share count unchanged in Q2 2023.
iShares US Real Estate ETF made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #836 holding.
BDO Wealth Advisors first reported a position in iShares US Real Estate ETF in Q2 2017 and has held it in 15 quarters since.
BDO Wealth Advisors's iShares US Real Estate ETF position peaked at $32K in Q1 2018.
481 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.