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

PFG 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
Q3 		– Sell
-3,671
Closed -$318K – 649
2023
Q2 		$318K Sell
3,671
-1,052
-22% -$88.4K 0.02% 505
2023
Q1 		$401K Sell
4,723
-125
-3% -$10.9K 0.03% 431
2022
Q4 		$408K Hold
4,848
– – 0.04% 396
2022
Q3 		$395K Buy
+4,848
New +$459K 0.05% 362
2022
Q1 		– Sell
-6,946
Closed -$807K – 489
2021
Q4 		$807K Sell
6,946
-514
-7% -$56.3K 0.08% 287
2021
Q3 		$764K Sell
7,460
-99
-1% -$10.5K 0.08% 284
2021
Q2 		$771K Sell
7,559
-399
-5% -$39.6K 0.09% 266
2021
Q1 		$732K Buy
+7,958
New +$698K 0.09% 252

Other funds holding IYR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

PFG Advisors's IYR Position: Q3 2023 in Review

PFG Advisors sold out of iShares US Real Estate ETF (IYR) in Q3 2023, closing a stake of 3,671 shares — an estimated $318K sold.

PFG Advisors first reported a position in IYR in Q1 2021 and held it in 8 quarters. The position peaked at $807K in Q4 2021. 458 funds tracked by Wall St. Rank hold IYR as of Q3 2023.

  • PFG Advisors reported no remaining iShares US Real Estate ETF position as of Q3 2023 after selling out during the quarter.
  • PFG Advisors sold 3,671 iShares US Real Estate ETF shares in Q3 2023, an estimated $318K.
  • PFG Advisors first reported a position in iShares US Real Estate ETF in Q1 2021 and held it in 8 quarters.
  • PFG Advisors's iShares US Real Estate ETF position peaked at $807K in Q4 2021.
  • 458 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2023.

Based on PFG Advisors's 13F filing for Q3 2023, filed 13 Oct 2023.