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

United Capital Financial 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
Q4 		– Sell
-7,463
Closed -$583K – 1095
2023
Q3 		$583K Sell
7,463
-676
-8% -$57.6K ﹤0.01% 613
2023
Q2 		$704K Sell
8,139
-603
-7% -$50.6K ﹤0.01% 623
2023
Q1 		$742K Sell
8,742
-750
-8% -$65.6K ﹤0.01% 650
2022
Q4 		$799K Sell
9,492
-410
-4% -$34.4K ﹤0.01% 670
2022
Q3 		$806K Sell
9,902
-918
-8% -$86.9K ﹤0.01% 659
2022
Q2 		$995K Buy
10,820
+38
+0.4% +$3.79K 0.01% 637
2022
Q1 		$1.17M Buy
10,782
+750
+7% +$79.2K 0.01% 630
2021
Q4 		$1.17M Buy
10,032
+27
+0.3% +$2.96K 0.01% 646
2021
Q3 		$1.02M Sell
10,005
-274
-3% -$29.2K 0.01% 676
2021
Q2 		$1.05M Sell
10,279
-297
-3% -$29.5K 0.01% 687
2021
Q1 		$972K Sell
10,576
-1,084
-9% -$95.1K 0.01% 680
2020
Q4 		$999K Sell
11,660
-319
-3% -$26.6K 0.01% 671
2020
Q3 		$956K Buy
11,979
+337
+3% +$27.2K 0.01% 674
2020
Q2 		$917K Sell
11,642
-419
-3% -$31.8K 0.01% 687
2020
Q1 		$839K Sell
12,061
-89
-0.7% -$7.88K 0.01% 678
2019
Q4 		$1.12M Buy
12,150
+377
+3% +$35K 0.01% 735
2019
Q3 		$1.1M Sell
11,773
-3,398
-22% -$309K 0.01% 718
2019
Q2 		$1.32M Sell
15,171
-1,448
-9% -$127K 0.01% 724
2019
Q1 		$1.45M Sell
16,619
-725
-4% -$60K 0.01% 676
2018
Q4 		$1.3M Sell
17,344
-105,907
-86% -$8.32M 0.01% 650
2018
Q3 		$9.86M Sell
123,251
-37,590
-23% -$3.06M 0.07% 303
2018
Q2 		$13M Buy
160,841
+144,879
+908% +$11.2M 0.1% 243
2018
Q1 		$1.21M Sell
15,962
-157,709
-91% -$12M 0.01% 727
2017
Q4 		$14.1M Sell
173,671
-24,812
-13% -$2.01M 0.11% 219
2017
Q3 		$15.9M Buy
198,483
+157,193
+381% +$12.6M 0.13% 182
2017
Q2 		$3.29M Sell
41,290
-139,090
-77% -$11.1M 0.03% 456
2017
Q1 		$14.2M Buy
180,380
+15,864
+10% +$1.24M 0.13% 180
2016
Q4 		$12.7M Sell
164,516
-157,082
-49% -$11.9M 0.12% 194
2016
Q3 		$25.9M Buy
321,598
+93,829
+41% +$7.77M 0.25% 87
2016
Q2 		$18.7M Buy
227,769
+152,644
+203% +$12M 0.19% 115
2016
Q1 		$5.85M Sell
75,125
-88,360
-54% -$6.41M 0.06% 306
2015
Q4 		$12.3M Buy
163,485
+126,152
+338% +$9.42M 0.14% 161
2015
Q3 		$2.65M Buy
37,333
+13,790
+59% +$1M 0.03% 469
2015
Q2 		$1.68M Sell
23,543
-305,074
-93% -$23.1M 0.02% 607
2015
Q1 		$24.8M Sell
328,617
-21,898
-6% -$1.75M 0.3% 85
2014
Q4 		$26.9M Sell
350,515
-6,434
-2% -$481K 0.4% 61
2014
Q3 		$24.7M Buy
356,949
+341,196
+2,166% +$24.7M 0.43% 55
2014
Q2 		$1.13M Sell
15,753
-3,861
-20% -$272K 0.02% 539
2014
Q1 		$1.33M Buy
+19,614
New +$1.3M 0.03% 427
2013
Q4 		– Sell
-10,932
Closed -$697K – 708
2013
Q3 		$697K Sell
10,932
-100
-0.9% -$6.53K 0.02% 393
2013
Q2 		$733K Buy
+11,032
New +$780K 0.02% 450

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
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

United Capital Financial Advisors's IYR Position: Q4 2023 in Review

United Capital Financial Advisors sold out of iShares US Real Estate ETF (IYR) in Q4 2023, closing a stake of 7,463 shares — an estimated $583K sold.

United Capital Financial Advisors first reported a position in IYR in Q2 2013 and held it in 41 quarters. The position peaked at $26.9M in Q4 2014. 514 funds tracked by Wall St. Rank hold IYR as of Q4 2023.

  • United Capital Financial Advisors reported no remaining iShares US Real Estate ETF position as of Q4 2023 after selling out during the quarter.
  • United Capital Financial Advisors sold 7,463 iShares US Real Estate ETF shares in Q4 2023, an estimated $583K.
  • United Capital Financial Advisors first reported a position in iShares US Real Estate ETF in Q2 2013 and held it in 41 quarters.
  • United Capital Financial Advisors's iShares US Real Estate ETF position peaked at $26.9M in Q4 2014.
  • 514 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q4 2023.

Based on United Capital Financial Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.