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Market Street Wealth Management Advisors’s iShares US Real Estate ETF IYR Stock Holding History

Market Street Wealth Management 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
2022
Q4 		– Sell
-2,932
Closed -$239K – 95
2022
Q3 		$239K Sell
2,932
-879
-23% -$83.2K 0.08% 86
2022
Q2 		$351K Sell
3,811
-4,581
-55% -$457K 0.11% 73
2022
Q1 		$908K Sell
8,392
-5,428
-39% -$573K 0.32% 49
2021
Q4 		$1.6M Buy
13,820
+1
+0% +$110 0.52% 40
2021
Q3 		$1.42M Sell
13,819
-866
-6% -$92.2K 0.56% 37
2021
Q2 		$1.5M Sell
14,685
-718
-5% -$71.3K 0.66% 35
2021
Q1 		$1.42M Sell
15,403
-358
-2% -$31.4K 0.84% 30
2020
Q4 		$1.35M Hold
15,761
– – 1.05% 25
2020
Q3 		$1.26M Sell
15,761
-296
-2% -$23.9K 1.13% 24
2020
Q2 		$1.26M Buy
16,057
+4,315
+37% +$327K 1.15% 23
2020
Q1 		$817K Buy
11,742
+7,054
+150% +$624K 0.88% 26
2019
Q4 		$436K Buy
4,688
+634
+16% +$58.8K 0.4% 32
2019
Q3 		$379K Hold
4,054
– – 0.37% 32
2019
Q2 		$364K Sell
4,054
-1,790
-31% -$157K 0.35% 28
2019
Q1 		$509K Buy
5,844
+1,180
+25% +$97.6K 0.51% 25
2018
Q4 		$349K Buy
+4,664
New +$367K 0.39% 27

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Market Street Wealth Management Advisors's IYR Position: Q4 2022 in Review

Market Street Wealth Management Advisors sold out of iShares US Real Estate ETF (IYR) in Q4 2022, closing a stake of 2,932 shares — an estimated $239K sold.

Market Street Wealth Management Advisors first reported a position in IYR in Q4 2018 and held it in 16 quarters. The position peaked at $1.6M in Q4 2021. 513 funds tracked by Wall St. Rank hold IYR as of Q4 2022.

  • Market Street Wealth Management Advisors reported no remaining iShares US Real Estate ETF position as of Q4 2022 after selling out during the quarter.
  • Market Street Wealth Management Advisors sold 2,932 iShares US Real Estate ETF shares in Q4 2022, an estimated $239K.
  • Market Street Wealth Management Advisors first reported a position in iShares US Real Estate ETF in Q4 2018 and held it in 16 quarters.
  • Market Street Wealth Management Advisors's iShares US Real Estate ETF position peaked at $1.6M in Q4 2021.
  • 513 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q4 2022.

Based on Market Street Wealth Management Advisors's 13F filing for Q4 2022, filed 23 Jan 2023.