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Level Financial Advisors’s iShares US Real Estate ETF IYR Stock Holding History

Level Financial 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
Q4 		– Hold
0
– – – 274
2023
Q3 		– Sell
-91
Closed -$7.76K – 283
2023
Q2 		$7.91K Buy
+91
New +$7.64K ﹤0.01% 201

Other funds holding IYR

Barclays
Barclays London, United Kingdom $416B AUM 33.63% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

Level Financial Advisors's IYR Position: Q4 2023 in Review

Level Financial Advisors held its iShares US Real Estate ETF (IYR) position steady in Q4 2023 at 0 shares worth $34. The position accounts for ﹤0.01% of the portfolio, ranked #274.

Level Financial Advisors first reported a position in IYR in Q2 2023 and has held it in 1 quarter since. The position peaked at $7.91K in Q2 2023. 514 funds tracked by Wall St. Rank hold IYR as of Q4 2023.

  • Level Financial Advisors held 0 shares of iShares US Real Estate ETF worth $34 as of Q4 2023.
  • Level Financial Advisors left its iShares US Real Estate ETF share count unchanged in Q4 2023.
  • iShares US Real Estate ETF made up ﹤0.01% of Level Financial Advisors's portfolio in Q4 2023, its #274 holding.
  • Level Financial Advisors first reported a position in iShares US Real Estate ETF in Q2 2023 and has held it in 1 quarter since.
  • Level Financial Advisors's iShares US Real Estate ETF position peaked at $7.91K in Q2 2023.
  • 514 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q4 2023.

Based on Level Financial Advisors's 13F filing for Q4 2023, filed 23 Jan 2024.