Level Four Advisory Services’s iShares US Real Estate ETF IYR Stock Holding History

Level Four Advisory Services’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	-2,924	Closed	-$246K	–	792
2022 Q4	$246K	Sell	2,924 -350	-11%	-$29.4K	0.02%	567
2022 Q3	$267K	Sell	3,274 -250	-7%	-$23.7K	0.03%	448
2022 Q2	$324K	Sell	3,524 -450	-11%	-$44.9K	0.03%	437
2022 Q1	$430K	Hold	3,974	–	–	0.03%	434
2021 Q4	$462K	Buy	+3,974	New	+$435K	0.04%	414
2021 Q3	–	Sell	-2,330	Closed	-$238K	–	567
2021 Q2	$238K	Buy	2,330 +32	+1%	+$3.18K	0.02%	592
2021 Q1	$211K	Sell	2,298 -1,098	-32%	-$96.3K	0.02%	602
2020 Q4	$291K	Sell	3,396 -134	-4%	-$11.2K	0.02%	473
2020 Q3	$282K	Sell	3,530 -441	-11%	-$35.6K	0.02%	450
2020 Q2	$314K	Sell	3,971 -280	-7%	-$21.2K	0.02%	447
2020 Q1	$296K	Sell	4,251 -214	-5%	-$18.9K	0.04%	392
2019 Q4	$414K	Sell	4,465 -129	-3%	-$12K	0.02%	404
2019 Q3	$430K	Buy	4,594 +22	+0.5%	+$2K	0.04%	348
2019 Q2	$399K	Sell	4,572 -414	-8%	-$36.2K	0.04%	366
2019 Q1	$434K	Sell	4,986 -270	-5%	-$22.3K	0.05%	337
2018 Q4	$394K	Sell	5,256 -71	-1%	-$5.58K	0.05%	345
2018 Q3	$426K	Sell	5,327 -993	-16%	-$81K	0.05%	373
2018 Q2	$509K	Sell	6,320 -1,230	-16%	-$94.8K	0.04%	382
2018 Q1	$570K	Sell	7,550 -145	-2%	-$11K	0.04%	343
2017 Q4	$623K	Sell	7,695 -85	-1%	-$6.9K	0.05%	326
2017 Q3	$621K	Sell	7,780 -1,635	-17%	-$131K	0.06%	307
2017 Q2	$739K	Hold	9,415	–	–	0.11%	194
2017 Q1	$739K	Sell	9,415 -13,045	-58%	-$1.02M	0.08%	260
2016 Q4	$1.73M	Buy	+22,460	New	+$1.71M	0.22%	91

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

Level Four Advisory Services's IYR Position: Q1 2023 in Review

Level Four Advisory Services sold out of iShares US Real Estate ETF (IYR) in Q1 2023, closing a stake of 2,924 shares — an estimated $246K sold.

Level Four Advisory Services first reported a position in IYR in Q4 2016 and held it in 24 quarters. The position peaked at $1.73M in Q4 2016. 495 funds tracked by Wall St. Rank hold IYR as of Q1 2023.

Level Four Advisory Services reported no remaining iShares US Real Estate ETF position as of Q1 2023 after selling out during the quarter.
Level Four Advisory Services sold 2,924 iShares US Real Estate ETF shares in Q1 2023, an estimated $246K.
Level Four Advisory Services first reported a position in iShares US Real Estate ETF in Q4 2016 and held it in 24 quarters.
Level Four Advisory Services's iShares US Real Estate ETF position peaked at $1.73M in Q4 2016.
495 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2023.

Based on Level Four Advisory Services's 13F filing for Q1 2023, filed 5 Jun 2023.