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

Redmont 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 		– Sell
-4,430
Closed -$361K – 110
2022
Q3 		$361K Hold
4,430
– – 0.47% 54
2022
Q2 		$407K Hold
4,430
– – 0.49% 45
2022
Q1 		$479K Hold
4,430
– – 0.51% 50
2021
Q4 		$515K Buy
+4,430
New +$485K 0.55% 44

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 $11.5B AUM 18.72% 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

Redmont Wealth Advisors's IYR Position: Q4 2022 in Review

Redmont Wealth Advisors sold out of iShares US Real Estate ETF (IYR) in Q4 2022, closing a stake of 4,430 shares — an estimated $361K sold.

Redmont Wealth Advisors first reported a position in IYR in Q4 2021 and held it in 4 quarters. The position peaked at $515K in Q4 2021. 513 funds tracked by Wall St. Rank hold IYR as of Q4 2022.

  • Redmont Wealth Advisors reported no remaining iShares US Real Estate ETF position as of Q4 2022 after selling out during the quarter.
  • Redmont Wealth Advisors sold 4,430 iShares US Real Estate ETF shares in Q4 2022, an estimated $361K.
  • Redmont Wealth Advisors first reported a position in iShares US Real Estate ETF in Q4 2021 and held it in 4 quarters.
  • Redmont Wealth Advisors's iShares US Real Estate ETF position peaked at $515K in Q4 2021.
  • 513 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q4 2022.

Based on Redmont Wealth Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.