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

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

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

CWM

CIBC World Markets New York $20.8B AUM

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

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

Capital Asset Advisory Services's IYR Position: Q4 2022 in Review

Capital Asset Advisory Services sold out of iShares US Real Estate ETF (IYR) in Q4 2022, closing a stake of 47 shares — an estimated $4K sold.

Capital Asset Advisory Services first reported a position in IYR in Q4 2019 and held it in 12 quarters. The position peaked at $47K in Q4 2019. 513 funds tracked by Wall St. Rank hold IYR as of Q4 2022.

Capital Asset Advisory Services reported no remaining iShares US Real Estate ETF position as of Q4 2022 after selling out during the quarter.
Capital Asset Advisory Services sold 47 iShares US Real Estate ETF shares in Q4 2022, an estimated $4K.
Capital Asset Advisory Services first reported a position in iShares US Real Estate ETF in Q4 2019 and held it in 12 quarters.
Capital Asset Advisory Services's iShares US Real Estate ETF position peaked at $47K in Q4 2019.
513 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q4 2022.

Based on Capital Asset Advisory Services's 13F filing for Q4 2022, filed 8 Mar 2023.