Dynamic Advisor Solutions’s iShares US Real Estate ETF IYR Stock Holding History

Dynamic Advisor Solutions’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 Q4	–	Sell	-2,860	Closed	-$223K	–	918
2023 Q3	$223K	Sell	2,860 -442	-13%	-$37.7K	0.01%	751
2023 Q2	$286K	Buy	3,302 +920	+39%	+$77.3K	0.01%	641
2023 Q1	$202K	Buy	+2,382	New	+$208K	0.01%	698
2022 Q3	–	Sell	-2,367	Closed	-$218K	–	719
2022 Q2	$218K	Sell	2,367 -27,304	-92%	-$2.72M	0.02%	627
2022 Q1	$3.21M	Buy	29,671 +27,327	+1,166%	+$2.88M	0.22%	107
2021 Q4	$272K	Sell	2,344 -132	-5%	-$14.5K	0.02%	601
2021 Q3	$254K	Buy	2,476 +116	+5%	+$12.3K	0.02%	626
2021 Q2	$241K	Buy	2,360 +15	+0.6%	+$1.49K	0.02%	614
2021 Q1	$216K	Hold	2,345	–	–	0.02%	593
2020 Q4	$201K	Buy	+2,345	New	+$195K	0.02%	603
2017 Q1	–	Sell	-7,618	Closed	-$586K	–	217
2016 Q4	$586K	Buy	+7,618	New	+$579K	0.23%	120

Other funds holding IYR

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

CWM

CIBC World Markets New York $20.8B AUM

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

Dynamic Advisor Solutions's IYR Position: Q4 2023 in Review

Dynamic Advisor Solutions sold out of iShares US Real Estate ETF (IYR) in Q4 2023, closing a stake of 2,860 shares — an estimated $223K sold.

Dynamic Advisor Solutions first reported a position in IYR in Q4 2016 and held it in 11 quarters. The position peaked at $3.21M in Q1 2022. 514 funds tracked by Wall St. Rank hold IYR as of Q4 2023.

Dynamic Advisor Solutions reported no remaining iShares US Real Estate ETF position as of Q4 2023 after selling out during the quarter.
Dynamic Advisor Solutions sold 2,860 iShares US Real Estate ETF shares in Q4 2023, an estimated $223K.
Dynamic Advisor Solutions first reported a position in iShares US Real Estate ETF in Q4 2016 and held it in 11 quarters.
Dynamic Advisor Solutions's iShares US Real Estate ETF position peaked at $3.21M in Q1 2022.
514 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q4 2023.

Based on Dynamic Advisor Solutions's 13F filing for Q4 2023, filed 10 Jan 2024.