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Cary Street Partners Asset Management’s iShares US Real Estate ETF IYR Stock Holding History

Cary Street Partners Asset 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
2023
Q2 		– Sell
-500
Closed -$42.5K – 294
2023
Q1 		$42.5K Hold
500
– – 0.01% 245
2022
Q4 		$42.1K Buy
+500
New +$42K 0.01% 274

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WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Cary Street Partners Asset Management's IYR Position: Q2 2023 in Review

Cary Street Partners Asset Management sold out of iShares US Real Estate ETF (IYR) in Q2 2023, closing a stake of 500 shares — an estimated $42.5K sold.

Cary Street Partners Asset Management first reported a position in IYR in Q4 2022 and held it in 2 quarters. The position peaked at $42.5K in Q1 2023. 481 funds tracked by Wall St. Rank hold IYR as of Q2 2023.

  • Cary Street Partners Asset Management reported no remaining iShares US Real Estate ETF position as of Q2 2023 after selling out during the quarter.
  • Cary Street Partners Asset Management sold 500 iShares US Real Estate ETF shares in Q2 2023, an estimated $42.5K.
  • Cary Street Partners Asset Management first reported a position in iShares US Real Estate ETF in Q4 2022 and held it in 2 quarters.
  • Cary Street Partners Asset Management's iShares US Real Estate ETF position peaked at $42.5K in Q1 2023.
  • 481 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2023.

Based on Cary Street Partners Asset Management's 13F filing for Q2 2023, filed 10 Aug 2023.