Cahaba Wealth Management’s iShares US Real Estate ETF IYR Stock Holding History

Cahaba Wealth 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
2022 Q1	–	Sell	-2,076	Closed	-$241K	–	144
2021 Q4	$241K	Buy	+2,076	New	+$227K	0.03%	132
2021 Q3	–	Sell	-1,906	Closed	-$203K	–	135
2021 Q2	$203K	Buy	+1,906	New	+$189K	0.03%	76
2020 Q2	–	Sell	-4,676	Closed	-$325K	–	80
2020 Q1	$325K	Sell	4,676 -1,445	-24%	-$128K	0.08%	56
2019 Q4	$569K	Buy	6,121 +45	+0.7%	+$4.17K	0.13%	49
2019 Q3	$568K	Sell	6,076 -2,401	-28%	-$219K	0.14%	48
2019 Q2	$740K	Sell	8,477 -1,795	-17%	-$157K	0.18%	42
2019 Q1	$894K	Sell	10,272 -807	-7%	-$66.7K	0.24%	40
2018 Q4	$830K	Sell	11,079 -2,242	-17%	-$176K	0.26%	42
2018 Q3	$1.06M	Sell	13,321 -6,623	-33%	-$540K	0.35%	32
2018 Q2	$1.6M	Sell	19,944 -18,031	-47%	-$1.39M	0.56%	23
2018 Q1	$2.83M	Sell	37,975 -9,121	-19%	-$692K	1.11%	16
2017 Q4	$3.81M	Sell	47,096 -11,637	-20%	-$945K	1.55%	16
2017 Q3	$4.69M	Buy	+58,733	New	+$4.72M	2.15%	12

Other funds holding IYR

CWM

CIBC World Markets New York $20.8B AUM

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Cahaba Wealth Management's IYR Position: Q1 2022 in Review

Cahaba Wealth Management sold out of iShares US Real Estate ETF (IYR) in Q1 2022, closing a stake of 2,076 shares — an estimated $241K sold.

Cahaba Wealth Management first reported a position in IYR in Q3 2017 and held it in 13 quarters. The position peaked at $4.69M in Q3 2017. 543 funds tracked by Wall St. Rank hold IYR as of Q1 2022.

Cahaba Wealth Management reported no remaining iShares US Real Estate ETF position as of Q1 2022 after selling out during the quarter.
Cahaba Wealth Management sold 2,076 iShares US Real Estate ETF shares in Q1 2022, an estimated $241K.
Cahaba Wealth Management first reported a position in iShares US Real Estate ETF in Q3 2017 and held it in 13 quarters.
Cahaba Wealth Management's iShares US Real Estate ETF position peaked at $4.69M in Q3 2017.
543 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2022.

Based on Cahaba Wealth Management's 13F filing for Q1 2022, filed 5 May 2022.