GoalVest Advisory’s iShares US Real Estate ETF IYR Stock Holding History

GoalVest Advisory’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	-3,865	Closed	-$338K	–	277
2022 Q4	$325K	Sell	3,865 -3,163	-45%	-$266K	0.21%	60
2022 Q3	$572K	Sell	7,028 -29,447	-81%	-$2.79M	0.4%	60
2022 Q2	$3.4M	Sell	36,475 -934	-2%	-$93.1K	2.16%	8
2022 Q1	$4.05M	Buy	+37,409	New	+$3.95M	2.28%	8

Other funds holding IYR

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

GoalVest Advisory's IYR Position: Q1 2023 in Review

GoalVest Advisory sold out of iShares US Real Estate ETF (IYR) in Q1 2023, closing a stake of 3,865 shares — an estimated $338K sold.

GoalVest Advisory first reported a position in IYR in Q1 2022 and held it in 4 quarters. The position peaked at $4.05M in Q1 2022. 495 funds tracked by Wall St. Rank hold IYR as of Q1 2023.

GoalVest Advisory reported no remaining iShares US Real Estate ETF position as of Q1 2023 after selling out during the quarter.
GoalVest Advisory sold 3,865 iShares US Real Estate ETF shares in Q1 2023, an estimated $338K.
GoalVest Advisory first reported a position in iShares US Real Estate ETF in Q1 2022 and held it in 4 quarters.
GoalVest Advisory's iShares US Real Estate ETF position peaked at $4.05M in Q1 2022.
495 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2023.

Based on GoalVest Advisory's 13F filing for Q1 2023, filed 3 Apr 2023.