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Beacon Pointe Advisors’s iShares US Real Estate ETF IYR Stock Holding History

Beacon Pointe 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 		– Sell
-2,448
Closed -$208K – 1142
2023
Q1 		$208K Sell
2,448
-2,098
-46% -$184K ﹤0.01% 1058
2022
Q4 		$383K Sell
4,546
-1,683
-27% -$141K 0.01% 783
2022
Q3 		$506K Sell
6,229
-38
-0.6% -$3.6K 0.01% 633
2022
Q2 		$578K Sell
6,267
-1,423
-19% -$142K 0.01% 598
2022
Q1 		$832K Buy
7,690
+5,953
+343% +$628K 0.01% 673
2021
Q4 		$202K Sell
1,737
-246
-12% -$26.9K 0.01% 875
2021
Q3 		$203K Buy
+1,983
New +$211K 0.01% 853

Other funds holding IYR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $11.5B AUM 18.72% 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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Beacon Pointe Advisors's IYR Position: Q2 2023 in Review

Beacon Pointe Advisors sold out of iShares US Real Estate ETF (IYR) in Q2 2023, closing a stake of 2,448 shares — an estimated $208K sold.

Beacon Pointe Advisors first reported a position in IYR in Q3 2021 and held it in 7 quarters. The position peaked at $832K in Q1 2022. 481 funds tracked by Wall St. Rank hold IYR as of Q2 2023.

  • Beacon Pointe Advisors reported no remaining iShares US Real Estate ETF position as of Q2 2023 after selling out during the quarter.
  • Beacon Pointe Advisors sold 2,448 iShares US Real Estate ETF shares in Q2 2023, an estimated $208K.
  • Beacon Pointe Advisors first reported a position in iShares US Real Estate ETF in Q3 2021 and held it in 7 quarters.
  • Beacon Pointe Advisors's iShares US Real Estate ETF position peaked at $832K in Q1 2022.
  • 481 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2023.

Based on Beacon Pointe Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.