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

Zeke 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
2022 Q4	$2.04M	Buy	+24,172	New	+$2.03M	0.13%	71

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

Zeke Capital Advisors's IYR Position: Q4 2022 in Review

Zeke Capital Advisors opened a new position in iShares US Real Estate ETF (IYR) in Q4 2022: 24,172 shares worth $2.04M. The stake represents 0.13% of the portfolio and ranks #71 among its holdings.

513 funds tracked by Wall St. Rank hold IYR as of Q4 2022.

Zeke Capital Advisors held 24,172 shares of iShares US Real Estate ETF worth $2.04M as of Q4 2022.
iShares US Real Estate ETF was a new Zeke Capital Advisors position in Q4 2022.
iShares US Real Estate ETF made up 0.13% of Zeke Capital Advisors's portfolio in Q4 2022, its #71 holding.
513 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q4 2022.

Based on Zeke Capital Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.