Capital Advisory Group Advisory Services’s iShares US Real Estate ETF IYR Stock Holding History

Capital Advisory Group Advisory Services’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 Q3	–	Sell	-320	Closed	-$30K	–	166
2022 Q2	$30K	Hold	320	–	–	0.02%	171
2022 Q1	$35K	Buy	+320	New	+$33.8K	0.02%	265
2021 Q4	–	Sell	-444	Closed	-$45K	–	329
2021 Q3	$45K	Hold	444	–	–	0.02%	271
2021 Q2	$45K	Hold	444	–	–	0.02%	274
2021 Q1	$41K	Sell	444 -310	-41%	-$27.2K	0.02%	260
2020 Q4	$65K	Sell	754 -10,165	-93%	-$846K	0.03%	234
2020 Q3	$872K	Buy	10,919 +2,307	+27%	+$186K	0.45%	53
2020 Q2	$679K	Buy	8,612 +7,805	+967%	+$592K	0.38%	56
2020 Q1	$55K	Sell	807 -175	-18%	-$15.5K	0.07%	109
2019 Q4	$93K	Hold	982	–	–	0.05%	122
2019 Q3	$93K	Hold	982	–	–	0.06%	117
2019 Q2	$84K	Sell	982 -150	-13%	-$13.1K	0.06%	123
2019 Q1	$97K	Sell	1,132 -217	-16%	-$17.9K	0.07%	107
2018 Q4	$100K	Hold	1,349	–	–	0.08%	101
2018 Q3	$109K	Sell	1,349 -433	-24%	-$35.3K	0.07%	106
2018 Q2	$143K	Sell	1,782 -1,151	-39%	-$88.7K	0.1%	87
2018 Q1	$219K	Buy	+2,933	New	+$223K	0.16%	74

Other funds holding IYR

CWM

CIBC World Markets New York $20.8B AUM

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Capital Advisory Group Advisory Services's IYR Position: Q3 2022 in Review

Capital Advisory Group Advisory Services sold out of iShares US Real Estate ETF (IYR) in Q3 2022, closing a stake of 320 shares — an estimated $30K sold.

Capital Advisory Group Advisory Services first reported a position in IYR in Q1 2018 and held it in 17 quarters. The position peaked at $872K in Q3 2020. 498 funds tracked by Wall St. Rank hold IYR as of Q3 2022.

Capital Advisory Group Advisory Services reported no remaining iShares US Real Estate ETF position as of Q3 2022 after selling out during the quarter.
Capital Advisory Group Advisory Services sold 320 iShares US Real Estate ETF shares in Q3 2022, an estimated $30K.
Capital Advisory Group Advisory Services first reported a position in iShares US Real Estate ETF in Q1 2018 and held it in 17 quarters.
Capital Advisory Group Advisory Services's iShares US Real Estate ETF position peaked at $872K in Q3 2020.
498 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2022.

Based on Capital Advisory Group Advisory Services's 13F filing for Q3 2022, filed 7 Nov 2022.