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Palo Alto Wealth Advisors’s iShares US Real Estate ETF IYR Stock Holding History

Palo Alto 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
2023
Q4 		– Sell
-5,774
Closed -$456K – 42
2023
Q3 		$456K Sell
5,774
-2,115
-27% -$180K 0.38% 25
2023
Q2 		$683K Sell
7,889
-2,159
-21% -$181K 0.54% 22
2023
Q1 		$853K Sell
10,048
-1,258
-11% -$110K 0.68% 21
2022
Q4 		$952K Buy
+11,306
New +$949K 0.81% 21

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 $12.8B AUM 19.73% 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

Palo Alto Wealth Advisors's IYR Position: Q4 2023 in Review

Palo Alto Wealth Advisors sold out of iShares US Real Estate ETF (IYR) in Q4 2023, closing a stake of 5,774 shares — an estimated $456K sold.

Palo Alto Wealth Advisors first reported a position in IYR in Q4 2022 and held it in 4 quarters. The position peaked at $952K in Q4 2022. 514 funds tracked by Wall St. Rank hold IYR as of Q4 2023.

  • Palo Alto Wealth Advisors reported no remaining iShares US Real Estate ETF position as of Q4 2023 after selling out during the quarter.
  • Palo Alto Wealth Advisors sold 5,774 iShares US Real Estate ETF shares in Q4 2023, an estimated $456K.
  • Palo Alto Wealth Advisors first reported a position in iShares US Real Estate ETF in Q4 2022 and held it in 4 quarters.
  • Palo Alto Wealth Advisors's iShares US Real Estate ETF position peaked at $952K in Q4 2022.
  • 514 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q4 2023.

Based on Palo Alto Wealth Advisors's 13F filing for Q4 2023, filed 5 Feb 2024.