Laurel Wealth Advisors (California)’s iShares US Real Estate ETF IYR Stock Holding History

Laurel Wealth Advisors (California)’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
2022 Q4	$1.71M	Buy	20,340 +2,008	+11%	+$169K	0.17%	140
2022 Q3	$1.49M	Buy	18,332 +3,136	+21%	+$297K	0.16%	141
2022 Q2	$1.4M	Sell	15,196 -1,168	-7%	-$116K	0.14%	154
2022 Q1	$1.77M	Sell	16,364 -2,262	-12%	-$239K	0.15%	157
2021 Q4	$2.16M	Buy	+18,626	New	+$2.04M	0.17%	125
2021 Q3	–	Sell	-16,042	Closed	-$1.64M	–	486
2021 Q2	$1.64M	Buy	16,042 +307	+2%	+$30.5K	0.21%	110
2021 Q1	$1.45M	Buy	15,735 +1,508	+11%	+$132K	0.22%	104
2020 Q4	$1.22M	Buy	14,227 +384	+3%	+$32K	0.18%	130
2020 Q3	$1.1M	Sell	13,843 -1,188	-8%	-$96K	0.18%	127
2020 Q2	$1.19M	Buy	+15,031	New	+$1.14M	0.22%	116
2018 Q1	–	Sell	-2,490	Closed	-$201K	–	371
2017 Q4	$201K	Buy	+2,490	New	+$202K	0.06%	334
2016 Q2	–	Sell	-2,640	Closed	-$206K	–	302
2016 Q1	$206K	Buy	+2,640	New	+$192K	0.1%	234

Other funds holding IYR

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

CWM

CIBC World Markets New York $20.8B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Laurel Wealth Advisors (California)'s IYR Position: Q4 2022 in Review

Laurel Wealth Advisors (California) increased its iShares US Real Estate ETF (IYR) stake by 11% in Q4 2022, buying an estimated $169K and bringing the position to 20,340 shares worth $1.71M. The position accounts for 0.17% of the portfolio, ranked #140.

Laurel Wealth Advisors (California) first reported a position in IYR in Q1 2016 and has held it in 12 quarters since. The position peaked at $2.16M in Q4 2021. 513 funds tracked by Wall St. Rank hold IYR as of Q4 2022.

Laurel Wealth Advisors (California) held 20,340 shares of iShares US Real Estate ETF worth $1.71M as of Q4 2022.
Laurel Wealth Advisors (California) bought 2,008 iShares US Real Estate ETF shares in Q4 2022, an estimated $169K.
iShares US Real Estate ETF made up 0.17% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #140 holding.
Laurel Wealth Advisors (California) first reported a position in iShares US Real Estate ETF in Q1 2016 and has held it in 12 quarters since.
Laurel Wealth Advisors (California)'s iShares US Real Estate ETF position peaked at $2.16M in Q4 2021.
513 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.