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

V 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	-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

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

CWM

CIBC World Markets New York $20.8B AUM

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

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

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

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

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

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

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

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

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.