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Caldwell Trust’s iShares US Real Estate ETF IYR Stock Holding History

Caldwell Trust’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
Q2 		– Sell
-950
Closed -$103K – 748
2022
Q1 		$103K Hold
950
– – 0.01% 363
2021
Q4 		$110K Hold
950
– – 0.01% 362
2021
Q3 		$97.3K Hold
950
– – 0.01% 365
2021
Q2 		$96.8K Hold
950
– – 0.01% 369
2021
Q1 		$87.3K Hold
950
– – 0.01% 366
2020
Q4 		$81.4K Hold
950
– – 0.01% 360
2020
Q3 		$75.8K Sell
950
-1,451
-60% -$117K 0.01% 355
2020
Q2 		$189K Sell
2,401
-1,200
-33% -$91K 0.03% 247
2020
Q1 		$251K Hold
3,601
– – 0.05% 214
2019
Q4 		$335K Buy
+3,601
New +$334K 0.05% 210

Other funds holding IYR

Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CWM
CIBC World Markets New York $20.8B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Caldwell Trust's IYR Position: Q2 2022 in Review

Caldwell Trust sold out of iShares US Real Estate ETF (IYR) in Q2 2022, closing a stake of 950 shares — an estimated $103K sold.

Caldwell Trust first reported a position in IYR in Q4 2019 and held it in 10 quarters. The position peaked at $335K in Q4 2019. 521 funds tracked by Wall St. Rank hold IYR as of Q2 2022.

  • Caldwell Trust reported no remaining iShares US Real Estate ETF position as of Q2 2022 after selling out during the quarter.
  • Caldwell Trust sold 950 iShares US Real Estate ETF shares in Q2 2022, an estimated $103K.
  • Caldwell Trust first reported a position in iShares US Real Estate ETF in Q4 2019 and held it in 10 quarters.
  • Caldwell Trust's iShares US Real Estate ETF position peaked at $335K in Q4 2019.
  • 521 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2022.

Based on Caldwell Trust's 13F filing for Q2 2022, filed 2 Oct 2025.