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

Beam 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
2022
Q4 		– Sell
-10,877
Closed -$886K – 111
2022
Q3 		$886K Buy
10,877
+3,199
+42% +$303K 0.99% 40
2022
Q2 		$706K Buy
+7,678
New +$765K 0.78% 45
2021
Q2 		– Sell
-8,750
Closed -$804K – 146
2021
Q1 		$804K Sell
8,750
-1,063
-11% -$93.3K 0.72% 51
2020
Q4 		$841K Sell
9,813
-1,038
-10% -$86.4K 0.79% 44
2020
Q3 		$866K Buy
10,851
+119
+1% +$9.61K 0.81% 38
2020
Q2 		$862K Buy
10,732
+2,031
+23% +$154K 0.87% 38
2020
Q1 		$605K Buy
+8,701
New +$770K 0.6% 55

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Beam Wealth Advisors's IYR Position: Q4 2022 in Review

Beam Wealth Advisors sold out of iShares US Real Estate ETF (IYR) in Q4 2022, closing a stake of 10,877 shares — an estimated $886K sold.

Beam Wealth Advisors first reported a position in IYR in Q1 2020 and held it in 7 quarters. The position peaked at $886K in Q3 2022. 513 funds tracked by Wall St. Rank hold IYR as of Q4 2022.

  • Beam Wealth Advisors reported no remaining iShares US Real Estate ETF position as of Q4 2022 after selling out during the quarter.
  • Beam Wealth Advisors sold 10,877 iShares US Real Estate ETF shares in Q4 2022, an estimated $886K.
  • Beam Wealth Advisors first reported a position in iShares US Real Estate ETF in Q1 2020 and held it in 7 quarters.
  • Beam Wealth Advisors's iShares US Real Estate ETF position peaked at $886K in Q3 2022.
  • 513 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q4 2022.

Based on Beam Wealth Advisors's 13F filing for Q4 2022, filed 23 Jan 2023.