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

Fortis Capital 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
Q1 		– Sell
-700
Closed -$58.9K – 713
2022
Q4 		$58.9K Buy
+700
New +$58.8K 0.04% 278

Other funds holding IYR

Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CWM
CIBC World Markets New York $20.8B AUM
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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

Fortis Capital Advisors's IYR Position: Q1 2023 in Review

Fortis Capital Advisors sold out of iShares US Real Estate ETF (IYR) in Q1 2023, closing a stake of 700 shares — an estimated $58.9K sold.

Fortis Capital Advisors first reported a position in IYR in Q4 2022 and held it in 1 quarter. The position peaked at $58.9K in Q4 2022. 495 funds tracked by Wall St. Rank hold IYR as of Q1 2023.

  • Fortis Capital Advisors reported no remaining iShares US Real Estate ETF position as of Q1 2023 after selling out during the quarter.
  • Fortis Capital Advisors sold 700 iShares US Real Estate ETF shares in Q1 2023, an estimated $58.9K.
  • Fortis Capital Advisors first reported a position in iShares US Real Estate ETF in Q4 2022 and held it in 1 quarter.
  • Fortis Capital Advisors's iShares US Real Estate ETF position peaked at $58.9K in Q4 2022.
  • 495 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2023.

Based on Fortis Capital Advisors's 13F filing for Q1 2023, filed 15 May 2023.