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Calton & Associates’s iShares US Real Estate ETF IYR Stock Holding History

Calton & Associates’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
-11,303
Closed -$1.31M – 381
2021
Q4 		$1.31M Buy
11,303
+4,454
+65% +$488K 0.35% 70
2021
Q3 		$701K Buy
+6,849
New +$729K 0.15% 160
2020
Q2 		– Sell
-3,012
Closed -$210K – 347
2020
Q1 		$210K Sell
3,012
-1,976
-40% -$175K 0.05% 264
2019
Q4 		$464K Sell
4,988
-6,117
-55% -$567K 0.09% 186
2019
Q3 		$1.04M Buy
+11,105
New +$1.01M 0.23% 84

Other funds holding IYR

CWM
CIBC World Markets New York $20.8B AUM
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Calton & Associates's IYR Position: Q1 2022 in Review

Calton & Associates sold out of iShares US Real Estate ETF (IYR) in Q1 2022, closing a stake of 11,303 shares — an estimated $1.31M sold.

Calton & Associates first reported a position in IYR in Q3 2019 and held it in 5 quarters. The position peaked at $1.31M in Q4 2021. 545 funds tracked by Wall St. Rank hold IYR as of Q1 2022.

  • Calton & Associates reported no remaining iShares US Real Estate ETF position as of Q1 2022 after selling out during the quarter.
  • Calton & Associates sold 11,303 iShares US Real Estate ETF shares in Q1 2022, an estimated $1.31M.
  • Calton & Associates first reported a position in iShares US Real Estate ETF in Q3 2019 and held it in 5 quarters.
  • Calton & Associates's iShares US Real Estate ETF position peaked at $1.31M in Q4 2021.
  • 545 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2022.

Based on Calton & Associates's 13F filing for Q1 2022, filed 12 Apr 2022.