SEC 13F Intelligence

Usadvisors Wealth Management, LLC / IYR

Usadvisors Wealth Management, LLC’s Ishares Tr Position

Does Usadvisors Wealth Management, LLC own Ishares Tr (IYR)? Not currently — the last reported position was 112.1K shares worth $2M in Q3 2022; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$2M
Q3 2022
Shares
112.1K
% of Portfolio
+1.22%
Quarters Held
3
position exited

Position History IYR

Reported value by quarter
Q4 ’21: $4MQ4 ’21Q2 ’22: $3MQ2 ’22Q3 ’22: $2MQ3 ’22filingsflow.com
QuarterSharesValue% of Portfolio
Q3 2022112.1K$2M+1.22%
Q2 2022108.1K$3M+1.32%
Q4 2021138.5K$4M+1.73%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Usadvisors Wealth Management, LLC’s full portfolio or all institutional holders of IYR.