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

RGT 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 Q3	$616K	Buy	+7,560	New	+$716K	0.1%	35
2018 Q1	–	Sell	-3,237	Closed	-$262K	–	110
2017 Q4	$262K	Hold	3,237	–	–	0.14%	75
2017 Q3	$259K	Hold	3,237	–	–	0.17%	72
2017 Q2	$258K	Sell	3,237 -3,238	-50%	-$258K	0.18%	63
2017 Q1	$508K	Sell	6,475 -109,771	-94%	-$8.57M	0.34%	36
2016 Q4	$8.94M	Buy	116,246 +109,771	+1,695%	+$8.34M	5.03%	4
2016 Q3	$522K	Buy	+6,475	New	+$536K	0.32%	44

Other funds holding IYR

CWM

CIBC World Markets New York $20.8B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

RGT Wealth Advisors's IYR Position: Q3 2022 in Review

RGT Wealth Advisors opened a new position in iShares US Real Estate ETF (IYR) in Q3 2022: 7,560 shares worth $616K. The stake represents 0.1% of the portfolio and ranks #35 among its holdings. This is a return to the name: RGT Wealth Advisors previously reported a position in IYR as recently as Q4 2017.

RGT Wealth Advisors first reported a position in IYR in Q3 2016 and has held it in 7 quarters since. The position peaked at $8.94M in Q4 2016. 498 funds tracked by Wall St. Rank hold IYR as of Q3 2022.

RGT Wealth Advisors held 7,560 shares of iShares US Real Estate ETF worth $616K as of Q3 2022.
iShares US Real Estate ETF was a new RGT Wealth Advisors position in Q3 2022.
iShares US Real Estate ETF made up 0.1% of RGT Wealth Advisors's portfolio in Q3 2022, its #35 holding.
RGT Wealth Advisors first reported a position in iShares US Real Estate ETF in Q3 2016 and has held it in 7 quarters since.
RGT Wealth Advisors's iShares US Real Estate ETF position peaked at $8.94M in Q4 2016.
498 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2022.

Based on RGT Wealth Advisors's 13F filing for Q3 2022, filed 8 Nov 2022.