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Financial Advocates Investment Management’s iShares US Real Estate ETF IYR Stock Holding History

Financial Advocates Investment 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
2024
Q1 		– Sell
-9,987
Closed -$1.07M – 791
2023
Q4 		$1.07M Sell
9,987
-6,891
-41% -$564K 0.07% 268
2023
Q3 		$1.56M Buy
16,878
+1,313
+8% +$112K 0.11% 198
2023
Q2 		$2.14M Buy
15,565
+13,064
+522% +$1.1M 0.15% 155
2023
Q1 		$212K Sell
2,501
-19,795
-89% -$1.73M 0.02% 669
2022
Q4 		$3.13M Buy
22,296
+19,795
+791% +$1.66M 0.23% 106
2022
Q3 		$204K Hold
2,501
– – 0.02% 684
2022
Q2 		$230K Sell
2,501
-242
-9% -$24.1K 0.02% 574
2022
Q1 		$297K Sell
2,743
-857
-24% -$90.4K 0.02% 580
2021
Q4 		$551K Buy
3,600
+1,197
+50% +$131K 0.03% 461
2021
Q3 		$246K Hold
2,403
– – 0.02% 654
2021
Q2 		$245K Sell
2,403
-496
-17% -$49.2K 0.02% 655
2021
Q1 		$267K Buy
+2,899
New +$254K 0.02% 641
2020
Q1 		– Sell
-2,839
Closed -$264K – 517
2019
Q4 		$264K Buy
2,839
+123
+5% +$11.4K 0.03% 422
2019
Q3 		$254K Buy
2,716
+5
+0.2% +$455 0.03% 409
2019
Q2 		$237K Buy
2,711
+43
+2% +$3.76K 0.03% 412
2019
Q1 		$233K Sell
2,668
-38,874
-94% -$3.21M 0.03% 410
2018
Q4 		$3.11M Sell
41,542
-2,882
-6% -$226K 0.42% 61
2018
Q3 		$3.56M Buy
44,424
+2,794
+7% +$228K 0.4% 62
2018
Q2 		$3.33M Buy
41,630
+37,485
+904% +$2.89M 0.4% 67
2018
Q1 		$313K Sell
4,145
-36,816
-90% -$2.79M 0.04% 358
2017
Q4 		$3.32M Buy
+40,961
New +$3.33M 0.45% 54

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
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
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
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
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

Financial Advocates Investment Management's IYR Position: Q1 2024 in Review

Financial Advocates Investment Management sold out of iShares US Real Estate ETF (IYR) in Q1 2024, closing a stake of 9,987 shares — an estimated $1.07M sold.

Financial Advocates Investment Management first reported a position in IYR in Q4 2017 and held it in 21 quarters. The position peaked at $3.56M in Q3 2018. 472 funds tracked by Wall St. Rank hold IYR as of Q1 2024.

  • Financial Advocates Investment Management reported no remaining iShares US Real Estate ETF position as of Q1 2024 after selling out during the quarter.
  • Financial Advocates Investment Management sold 9,987 iShares US Real Estate ETF shares in Q1 2024, an estimated $1.07M.
  • Financial Advocates Investment Management first reported a position in iShares US Real Estate ETF in Q4 2017 and held it in 21 quarters.
  • Financial Advocates Investment Management's iShares US Real Estate ETF position peaked at $3.56M in Q3 2018.
  • 472 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2024.

Based on Financial Advocates Investment Management's 13F filing for Q1 2024, filed 1 May 2024.