New England Guild Wealth Advisors’s iShares US Real Estate ETF IYR Stock Holding History

New England Guild Wealth 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	$1.97M	Buy	23,451 +7,210	+44%	+$605K	1.04%	25
2022 Q3	$1.32M	Sell	16,241 -7,547	-32%	-$714K	0.8%	28
2022 Q2	$2.19M	Sell	23,788 -6,477	-21%	-$646K	1.35%	24
2022 Q1	$3.27M	Buy	30,265 +3,126	+12%	+$330K	1.74%	17
2021 Q4	$3.15M	Buy	27,139 +1,691	+7%	+$185K	1.58%	20
2021 Q3	$2.61M	Buy	25,448 +2,449	+11%	+$261K	1.38%	23
2021 Q2	$2.35M	Buy	+22,999	New	+$2.28M	1.27%	25

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

New England Guild Wealth Advisors's IYR Position: Q4 2022 in Review

New England Guild Wealth Advisors increased its iShares US Real Estate ETF (IYR) stake by 44% in Q4 2022, buying an estimated $605K and bringing the position to 23,451 shares worth $1.97M. The position accounts for 1.04% of the portfolio, ranked #25.

New England Guild Wealth Advisors first reported a position in IYR in Q2 2021 and has held it in 7 quarters since. The position peaked at $3.27M in Q1 2022. 513 funds tracked by Wall St. Rank hold IYR as of Q4 2022.

New England Guild Wealth Advisors held 23,451 shares of iShares US Real Estate ETF worth $1.97M as of Q4 2022.
New England Guild Wealth Advisors bought 7,210 iShares US Real Estate ETF shares in Q4 2022, an estimated $605K.
iShares US Real Estate ETF made up 1.04% of New England Guild Wealth Advisors's portfolio in Q4 2022, its #25 holding.
New England Guild Wealth Advisors first reported a position in iShares US Real Estate ETF in Q2 2021 and has held it in 7 quarters since.
New England Guild Wealth Advisors's iShares US Real Estate ETF position peaked at $3.27M in Q1 2022.
513 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q4 2022.

Based on New England Guild Wealth Advisors's 13F filing for Q4 2022, filed 11 Jan 2023.