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Caption Management’s iShares US Real Estate ETF IYR Stock Holding History

Caption Management’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
2024
Q3 		– Sell
-150,200
Closed -$13.2M – 1451
2024
Q2 		$13.2M Buy
150,200
+135,200
+901% +$11.6M 0.2% 110
2024
Q1 		$1.35M Sell
15,000
-37,000
-71% -$3.27M 0.02% 661
2023
Q4 		$4.75M Buy
+52,000
New +$4.26M 0.06% 352
2022
Q4 		– Sell
-3,936
Closed -$320K – 1489
2022
Q3 		$320K Buy
+3,936
New +$373K ﹤0.01% 1167
2020
Q3 		– Sell
-44,000
Closed -$3.47M – 1155
2020
Q2 		$3.47M Buy
+44,000
New +$3.34M 0.12% 235

Other funds holding IYR

Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return
CWM
CIBC World Markets New York $20.8B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return