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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q4
Sell
-2,985
Closed -$243K 385
2022
Q3
$243K Sell
2,985
-17,773
-86% -$1.68M 0.05% 323
2022
Q2
$1.91M Sell
20,758
-683
-3% -$68.1K 0.36% 65
2022
Q1
$2.32M Buy
+21,441
New +$2.26M 0.37% 52

Other funds holding IYR

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

V Wealth Advisors sold out of iShares US Real Estate ETF (IYR) in Q4 2022, closing a stake of 2,985 shares — an estimated $243K sold.

V Wealth Advisors first reported a position in IYR in Q1 2022 and held it in 3 quarters. The position peaked at $2.32M in Q1 2022. 513 funds tracked by Wall St. Rank hold IYR as of Q4 2022.

  • V Wealth Advisors reported no remaining iShares US Real Estate ETF position as of Q4 2022 after selling out during the quarter.
  • V Wealth Advisors sold 2,985 iShares US Real Estate ETF shares in Q4 2022, an estimated $243K.
  • V Wealth Advisors first reported a position in iShares US Real Estate ETF in Q1 2022 and held it in 3 quarters.
  • V Wealth Advisors's iShares US Real Estate ETF position peaked at $2.32M in Q1 2022.
  • 513 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q4 2022.

Based on V Wealth Advisors's 13F filing for Q4 2022, filed 20 Jan 2023.