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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 $280B AUM 33.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CWM
CIBC World Markets New York $19.9B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return