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CAAS
Capital Asset Advisory Services’s
iShares US Real Estate ETF
IYR
Stock Holding History
Capital Asset Advisory Services’s Portfolio
IYR Stock Details
IYR Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2022
Q4
–
Sell
-47
Closed
-$4K
–
444
2022
Q3
$4K
Hold
47
–
–
﹤0.01%
415
2022
Q2
$4K
Hold
47
–
–
﹤0.01%
519
2022
Q1
$5K
Hold
47
–
–
﹤0.01%
512
2021
Q4
$5K
Hold
47
–
–
﹤0.01%
543
2021
Q3
$5K
Hold
47
–
–
﹤0.01%
640
2021
Q2
$5K
Hold
47
–
–
﹤0.01%
667
2021
Q1
$4K
Sell
47
-182
-79%
-$16K
﹤0.01%
644
2020
Q4
$20K
Sell
229
-200
-47%
-$16.6K
﹤0.01%
879
2020
Q3
$34K
Hold
429
–
–
0.01%
400
2020
Q2
$35K
Hold
429
–
–
0.01%
426
2020
Q1
$30K
Sell
429
-47
-10%
-$4.16K
0.01%
383
2019
Q4
$47K
Buy
+476
New
+$44.1K
0.01%
437
Other funds holding IYR
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$416B AUM
33.63%
1-Year Est. Return
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New York
$20.8B AUM
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
WI
WealthNavi Inc
Shinagawa-Ku, Tokyo, Japan
$11.5B AUM
18.72%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Goldman Sachs
New York
$871B AUM
31.28%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$666B AUM
30.12%
1-Year Est. Return
Wolverine Trading
Chicago, Illinois
$139B AUM
31.83%
1-Year Est. Return
Bank of Nova Scotia
Toronto, Ontario, Canada
$57.2B AUM
35.3%
1-Year Est. Return
BlackRock
New York
$5.72T AUM
30.48%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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