Great Valley Advisor Group’s iShares US Real Estate ETF IYR Stock Holding History

Great Valley Advisor Group’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	-3,813	Closed	-$324K	–	725
2023 Q1	$324K	Sell	3,813 -10	-0.3%	-$875	0.02%	522
2022 Q4	$322K	Buy	3,823 +435	+13%	+$36.5K	0.02%	525
2022 Q3	$276K	Sell	3,388 -487	-13%	-$46.1K	0.02%	549
2022 Q2	$356K	Buy	3,875 +1,720	+80%	+$171K	0.02%	509
2022 Q1	$233K	Buy	2,155 +21	+1%	+$2.22K	0.01%	536
2021 Q4	$248K	Buy	2,134 +19	+0.9%	+$2.08K	0.02%	534
2021 Q3	$217K	Buy	2,115 +137	+7%	+$14.6K	0.02%	536
2021 Q2	$201K	Buy	+1,978	New	+$196K	0.01%	522

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

Great Valley Advisor Group's IYR Position: Q2 2023 in Review

Great Valley Advisor Group sold out of iShares US Real Estate ETF (IYR) in Q2 2023, closing a stake of 3,813 shares — an estimated $324K sold.

Great Valley Advisor Group first reported a position in IYR in Q2 2021 and held it in 8 quarters. The position peaked at $356K in Q2 2022. 481 funds tracked by Wall St. Rank hold IYR as of Q2 2023.

Great Valley Advisor Group reported no remaining iShares US Real Estate ETF position as of Q2 2023 after selling out during the quarter.
Great Valley Advisor Group sold 3,813 iShares US Real Estate ETF shares in Q2 2023, an estimated $324K.
Great Valley Advisor Group first reported a position in iShares US Real Estate ETF in Q2 2021 and held it in 8 quarters.
Great Valley Advisor Group's iShares US Real Estate ETF position peaked at $356K in Q2 2022.
481 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2023.

Based on Great Valley Advisor Group's 13F filing for Q2 2023, filed 10 Aug 2023.