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

Trifecta Capital 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
Q2 		– Sell
-193
Closed -$16.4K – 422
2023
Q1 		$16.4K Sell
193
-219
-53% -$19.2K 0.01% 191
2022
Q4 		$34.7K Buy
+412
New +$34.6K 0.01% 145

Other funds holding IYR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Trifecta Capital Advisors's IYR Position: Q2 2023 in Review

Trifecta Capital Advisors sold out of iShares US Real Estate ETF (IYR) in Q2 2023, closing a stake of 193 shares — an estimated $16.4K sold.

Trifecta Capital Advisors first reported a position in IYR in Q4 2022 and held it in 2 quarters. The position peaked at $34.7K in Q4 2022. 481 funds tracked by Wall St. Rank hold IYR as of Q2 2023.

  • Trifecta Capital Advisors reported no remaining iShares US Real Estate ETF position as of Q2 2023 after selling out during the quarter.
  • Trifecta Capital Advisors sold 193 iShares US Real Estate ETF shares in Q2 2023, an estimated $16.4K.
  • Trifecta Capital Advisors first reported a position in iShares US Real Estate ETF in Q4 2022 and held it in 2 quarters.
  • Trifecta Capital Advisors's iShares US Real Estate ETF position peaked at $34.7K in Q4 2022.
  • 481 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2023.

Based on Trifecta Capital Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.