HNWAG
IYR icon

High Net Worth Advisory Group’s iShares US Real Estate ETF IYR Stock Holding History

High Net Worth Advisory 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
Q1 		– Sell
-1,015
Closed -$85.5K – 393
2022
Q4 		$85.5K Hold
1,015
– – 0.03% 257
2022
Q3 		$83K Hold
1,015
– – 0.04% 257
2022
Q2 		$93K Hold
1,015
– – 0.04% 249
2022
Q1 		$110K Hold
1,015
– – 0.04% 236
2021
Q4 		$118K Buy
+1,015
New +$111K 0.04% 230

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

High Net Worth Advisory Group's IYR Position: Q1 2023 in Review

High Net Worth Advisory Group sold out of iShares US Real Estate ETF (IYR) in Q1 2023, closing a stake of 1,015 shares — an estimated $85.5K sold.

High Net Worth Advisory Group first reported a position in IYR in Q4 2021 and held it in 5 quarters. The position peaked at $118K in Q4 2021. 495 funds tracked by Wall St. Rank hold IYR as of Q1 2023.

  • High Net Worth Advisory Group reported no remaining iShares US Real Estate ETF position as of Q1 2023 after selling out during the quarter.
  • High Net Worth Advisory Group sold 1,015 iShares US Real Estate ETF shares in Q1 2023, an estimated $85.5K.
  • High Net Worth Advisory Group first reported a position in iShares US Real Estate ETF in Q4 2021 and held it in 5 quarters.
  • High Net Worth Advisory Group's iShares US Real Estate ETF position peaked at $118K in Q4 2021.
  • 495 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2023.

Based on High Net Worth Advisory Group's 13F filing for Q1 2023, filed 20 Apr 2023.