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Fiduciary Alliance’s iShares US Real Estate ETF IYR Stock Holding History

Fiduciary Alliance’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
Q3 		– Sell
-2,473
Closed -$214K – 569
2023
Q2 		$214K Sell
2,473
-338
-12% -$28.4K 0.05% 144
2023
Q1 		$239K Sell
2,811
-49
-2% -$4.29K 0.06% 124
2022
Q4 		$241K Buy
+2,860
New +$240K 0.06% 122

Other funds holding IYR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Fiduciary Alliance's IYR Position: Q3 2023 in Review

Fiduciary Alliance sold out of iShares US Real Estate ETF (IYR) in Q3 2023, closing a stake of 2,473 shares — an estimated $214K sold.

Fiduciary Alliance first reported a position in IYR in Q4 2022 and held it in 3 quarters. The position peaked at $241K in Q4 2022. 458 funds tracked by Wall St. Rank hold IYR as of Q3 2023.

  • Fiduciary Alliance reported no remaining iShares US Real Estate ETF position as of Q3 2023 after selling out during the quarter.
  • Fiduciary Alliance sold 2,473 iShares US Real Estate ETF shares in Q3 2023, an estimated $214K.
  • Fiduciary Alliance first reported a position in iShares US Real Estate ETF in Q4 2022 and held it in 3 quarters.
  • Fiduciary Alliance's iShares US Real Estate ETF position peaked at $241K in Q4 2022.
  • 458 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2023.

Based on Fiduciary Alliance's 13F filing for Q3 2023, filed 18 Oct 2023.