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

Fortis 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
2023 Q2	–	Sell	-2	Closed	-$170	–	170
2023 Q1	$170	Hold	2	–	–	﹤0.01%	256
2022 Q4	$168	Buy	2 +1	+100%	+$84	﹤0.01%	248
2022 Q3	$0	Hold	1	–	–	﹤0.01%	262
2022 Q2	$0	Hold	1	–	–	﹤0.01%	300
2022 Q1	$0	Hold	1	–	–	﹤0.01%	293
2021 Q4	$0	Hold	1	–	–	﹤0.01%	266
2021 Q3	$0	Hold	1	–	–	﹤0.01%	261
2021 Q2	$0	Hold	1	–	–	﹤0.01%	260
2021 Q1	$0	Hold	1	–	–	﹤0.01%	243
2020 Q4	$0	Hold	1	–	–	﹤0.01%	181
2020 Q3	$0	Sell	1 -1	-50%	-$81	﹤0.01%	166
2020 Q2	$0	Hold	2	–	–	﹤0.01%	246
2020 Q1	$0	Hold	2	–	–	﹤0.01%	353
2019 Q4	$0	Hold	2	–	–	﹤0.01%	316
2019 Q3	$0	Hold	2	–	–	﹤0.01%	330
2019 Q2	$0	Hold	2	–	–	﹤0.01%	338
2019 Q1	$0	Hold	2	–	–	﹤0.01%	329
2018 Q4	$0	Hold	2	–	–	﹤0.01%	315
2018 Q3	$0	Hold	2	–	–	﹤0.01%	311
2018 Q2	$0	Sell	2 -208	-99%	-$16K	﹤0.01%	318
2018 Q1	$16K	Hold	210	–	–	0.01%	229
2017 Q4	$17K	Hold	210	–	–	0.01%	209
2017 Q3	$17K	Buy	+210	New	+$16.9K	0.01%	208

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

Fortis Advisors's IYR Position: Q2 2023 in Review

Fortis Advisors sold out of iShares US Real Estate ETF (IYR) in Q2 2023, closing a stake of 2 shares — an estimated $170 sold.

Fortis Advisors first reported a position in IYR in Q3 2017 and held it in 23 quarters. The position peaked at $17K in Q4 2017. 481 funds tracked by Wall St. Rank hold IYR as of Q2 2023.

Fortis Advisors reported no remaining iShares US Real Estate ETF position as of Q2 2023 after selling out during the quarter.
Fortis Advisors sold 2 iShares US Real Estate ETF shares in Q2 2023, an estimated $170.
Fortis Advisors first reported a position in iShares US Real Estate ETF in Q3 2017 and held it in 23 quarters.
Fortis Advisors's iShares US Real Estate ETF position peaked at $17K in Q4 2017.
481 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2023.

Based on Fortis Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.