Sowell Financial Services LLC Grows Stock Position in iShares U.S. Real Estate ETF (NYSEARCA:IYR)

Sowell Financial Services LLC lifted its stake in iShares U.S. Real Estate ETF (NYSEARCA:IYR) by 21.8% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 17,991 shares of the real estate investment trust’s stock after buying an additional 3,224 shares during the period. Sowell Financial Services LLC owned approximately 0.05% of iShares U.S. Real Estate ETF worth $1,674,000 as of its most recent SEC filing.

Several other large investors have also recently modified their holdings of the stock. D.A. Davidson & CO. increased its holdings in shares of iShares U.S. Real Estate ETF by 4.0% in the third quarter. D.A. Davidson & CO. now owns 2,857 shares of the real estate investment trust’s stock worth $291,000 after buying an additional 111 shares during the period. Unionview LLC increased its holdings in shares of iShares U.S. Real Estate ETF by 1.0% in the third quarter. Unionview LLC now owns 11,830 shares of the real estate investment trust’s stock worth $1,205,000 after buying an additional 113 shares during the period. Arkansas Financial Group Inc. increased its holdings in shares of iShares U.S. Real Estate ETF by 0.3% in the fourth quarter. Arkansas Financial Group Inc. now owns 54,938 shares of the real estate investment trust’s stock worth $5,112,000 after buying an additional 140 shares during the period. Spire Wealth Management increased its holdings in shares of iShares U.S. Real Estate ETF by 3.2% in the fourth quarter. Spire Wealth Management now owns 5,127 shares of the real estate investment trust’s stock worth $477,000 after buying an additional 159 shares during the period. Finally, Parkside Advisors LLC increased its holdings in iShares U.S. Real Estate ETF by 1.1% during the 4th quarter. Parkside Advisors LLC now owns 15,735 shares of the real estate investment trust’s stock valued at $1,464,000 after purchasing an additional 176 shares during the period.

iShares U.S. Real Estate ETF Price Performance

Shares of NYSEARCA:IYR opened at $96.05 on Tuesday. iShares U.S. Real Estate ETF has a 1 year low of $81.25 and a 1 year high of $104.04. The company has a market cap of $3.79 billion, a PE ratio of 32.35 and a beta of 1.08. The stock’s 50-day moving average is $95.01 and its 200 day moving average is $97.81.

iShares U.S. Real Estate ETF Profile

iShares U.S. Real Estate ETF, formerly iShares Dow Jones U.S. Real Estate Index Fund (the Fund), is a non-diversified fund. The Fund seeks investment results that correspond generally to the price and yield performance of the Dow Jones U.S. Real Estate Index (the Index). The Index measures the performance of the real estate sector of the United States equity market, and includes companies in the industry groups, such as real estate holding and development and real estate investment trusts (REITs).