Private Advisory Group’s iShares US Real Estate ETF IYR Stock Holding History

Private Advisory Group’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 Q2	–	Sell	-12,955	Closed	-$1.1M	–	222
2023 Q1	$1.1M	Sell	12,955 -22,890	-64%	-$2M	0.23%	81
2022 Q4	$3.02M	Sell	35,845 -434	-1%	-$36.4K	0.66%	46
2022 Q3	$2.95M	Buy	+36,279	New	+$3.43M	0.67%	46

Other funds holding IYR

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Private Advisory Group's IYR Position: Q2 2023 in Review

Private Advisory Group sold out of iShares US Real Estate ETF (IYR) in Q2 2023, closing a stake of 12,955 shares — an estimated $1.1M sold.

Private Advisory Group first reported a position in IYR in Q3 2022 and held it in 3 quarters. The position peaked at $3.02M in Q4 2022. 480 funds tracked by Wall St. Rank hold IYR as of Q2 2023.

Private Advisory Group reported no remaining iShares US Real Estate ETF position as of Q2 2023 after selling out during the quarter.
Private Advisory Group sold 12,955 iShares US Real Estate ETF shares in Q2 2023, an estimated $1.1M.
Private Advisory Group first reported a position in iShares US Real Estate ETF in Q3 2022 and held it in 3 quarters.
Private Advisory Group's iShares US Real Estate ETF position peaked at $3.02M in Q4 2022.
480 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2023.

Based on Private Advisory Group's 13F filing for Q2 2023, filed 11 Aug 2023.