BerganKDV Wealth Management’s iShares US Real Estate ETF IYR Stock Holding History

BerganKDV Wealth Management’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	$273K	Sell	3,160 -6	-0.2%	-$504	0.03%	207
2023 Q1	$269K	Buy	3,166 +98	+3%	+$8.57K	0.03%	216
2022 Q4	$258K	Buy	3,068 +387	+14%	+$32.5K	0.03%	216
2022 Q3	$218K	Sell	2,681 -158	-6%	-$15K	0.03%	221
2022 Q2	$261K	Sell	2,839 -57	-2%	-$5.68K	0.03%	225
2022 Q1	$313K	Buy	+2,896	New	+$306K	0.03%	211
2020 Q3	–	Sell	-610	Closed	-$48K	–	961
2020 Q2	$48K	Hold	610	–	–	0.01%	358
2020 Q1	$42K	Buy	610 +359	+143%	+$31.8K	0.01%	340
2019 Q4	$23K	Hold	251	–	–	﹤0.01%	431
2019 Q3	$23K	Sell	251 -2,109	-89%	-$192K	﹤0.01%	415
2019 Q2	$206K	Buy	2,360 +247	+12%	+$21.6K	0.04%	210
2019 Q1	$184K	Sell	2,113 -72	-3%	-$5.95K	0.04%	214
2018 Q4	$164K	Buy	2,185 +3	+0.1%	+$236	0.04%	199
2018 Q3	$175K	Buy	2,182 +89	+4%	+$7.26K	0.04%	211
2018 Q2	$169K	Buy	+2,093	New	+$161K	0.04%	209

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

BerganKDV Wealth Management's IYR Position: Q2 2023 in Review

BerganKDV Wealth Management reduced its iShares US Real Estate ETF (IYR) stake by 0.19% in Q2 2023, selling an estimated $504 and leaving 3,160 shares worth $273K. The position accounts for 0.03% of the portfolio, ranked #207.

BerganKDV Wealth Management first reported a position in IYR in Q2 2018 and has held it in 15 quarters since. The position peaked at $313K in Q1 2022. 481 funds tracked by Wall St. Rank hold IYR as of Q2 2023.

BerganKDV Wealth Management held 3,160 shares of iShares US Real Estate ETF worth $273K as of Q2 2023.
BerganKDV Wealth Management sold 6 iShares US Real Estate ETF shares in Q2 2023, an estimated $504.
iShares US Real Estate ETF made up 0.03% of BerganKDV Wealth Management's portfolio in Q2 2023, its #207 holding.
BerganKDV Wealth Management first reported a position in iShares US Real Estate ETF in Q2 2018 and has held it in 15 quarters since.
BerganKDV Wealth Management's iShares US Real Estate ETF position peaked at $313K in Q1 2022.
481 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.