AUA Capital Management’s iShares US Real Estate ETF IYR Stock Holding History

AUA Capital Management’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
2023 Q1	–	Sell	-104	Closed	-$8.76K	–	208
2022 Q4	$8.76K	Hold	104	–	–	0.01%	160
2022 Q3	$8K	Hold	104	–	–	0.01%	171
2022 Q2	$10K	Hold	104	–	–	0.01%	172
2022 Q1	$11K	Hold	104	–	–	0.01%	172
2021 Q4	$12K	Hold	104	–	–	0.01%	159
2021 Q3	$11K	Hold	104	–	–	0.01%	155
2021 Q2	$11K	Hold	104	–	–	0.01%	159
2021 Q1	$10K	Hold	104	–	–	0.01%	169
2020 Q4	$9K	Hold	104	–	–	0.01%	168
2020 Q3	$8K	Hold	104	–	–	0.01%	166
2020 Q2	$8K	Hold	104	–	–	0.01%	146
2020 Q1	$7K	Hold	104	–	–	0.01%	162
2019 Q4	$10K	Sell	104 -97	-48%	-$8.99K	0.01%	158
2019 Q3	$19K	Hold	201	–	–	0.02%	140
2019 Q2	$18K	Hold	201	–	–	0.01%	142
2019 Q1	$17K	Hold	201	–	–	0.01%	142
2018 Q4	$15K	Hold	201	–	–	0.01%	144
2018 Q3	$16K	Hold	201	–	–	0.01%	146
2018 Q2	$16K	Hold	201	–	–	0.01%	145
2018 Q1	$15K	Hold	201	–	–	0.01%	151
2017 Q4	$16K	Hold	201	–	–	0.01%	154
2017 Q3	$16K	Hold	201	–	–	0.01%	151
2017 Q2	$16K	Hold	201	–	–	0.01%	154
2017 Q1	$16K	Hold	201	–	–	0.02%	135
2016 Q4	$15K	Buy	+201	New	+$15.3K	0.01%	142

Other funds holding IYR

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

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

CWM

CIBC World Markets New York $20.8B AUM

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

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

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

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

AUA Capital Management's IYR Position: Q1 2023 in Review

AUA Capital Management sold out of iShares US Real Estate ETF (IYR) in Q1 2023, closing a stake of 104 shares — an estimated $8.76K sold.

AUA Capital Management first reported a position in IYR in Q4 2016 and held it in 25 quarters. The position peaked at $19K in Q3 2019. 495 funds tracked by Wall St. Rank hold IYR as of Q1 2023.

AUA Capital Management reported no remaining iShares US Real Estate ETF position as of Q1 2023 after selling out during the quarter.
AUA Capital Management sold 104 iShares US Real Estate ETF shares in Q1 2023, an estimated $8.76K.
AUA Capital Management first reported a position in iShares US Real Estate ETF in Q4 2016 and held it in 25 quarters.
AUA Capital Management's iShares US Real Estate ETF position peaked at $19K in Q3 2019.
495 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2023.

Based on AUA Capital Management's 13F filing for Q1 2023, filed 20 Apr 2023.