Cary Street Partners Investment Advisory’s iShares US Real Estate ETF IYR Stock Holding History

Cary Street Partners Investment Advisory’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 Q4	–	Sell	-2,816	Closed	-$287K	–	641
2024 Q3	$287K	Hold	2,816	–	–	0.01%	635
2024 Q2	$247K	Buy	+2,816	New	+$242K	0.01%	653
2023 Q4	–	Sell	-500	Closed	-$39.1K	–	1236
2023 Q3	$39.1K	Buy	+500	New	+$42.6K	﹤0.01%	929
2020 Q4	–	Sell	-24	Closed	-$2K	–	622
2020 Q3	$2K	Buy	+24	New	+$1.94K	﹤0.01%	914

Other funds holding IYR

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

CWM

CIBC World Markets New York $20.8B AUM

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

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cary Street Partners Investment Advisory's IYR Position: Q4 2024 in Review

Cary Street Partners Investment Advisory sold out of iShares US Real Estate ETF (IYR) in Q4 2024, closing a stake of 2,816 shares — an estimated $287K sold.

Cary Street Partners Investment Advisory first reported a position in IYR in Q3 2020 and held it in 4 quarters. The position peaked at $287K in Q3 2024. 515 funds tracked by Wall St. Rank hold IYR as of Q4 2024.

Cary Street Partners Investment Advisory reported no remaining iShares US Real Estate ETF position as of Q4 2024 after selling out during the quarter.
Cary Street Partners Investment Advisory sold 2,816 iShares US Real Estate ETF shares in Q4 2024, an estimated $287K.
Cary Street Partners Investment Advisory first reported a position in iShares US Real Estate ETF in Q3 2020 and held it in 4 quarters.
Cary Street Partners Investment Advisory's iShares US Real Estate ETF position peaked at $287K in Q3 2024.
515 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q4 2024.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2024, filed 14 Feb 2025.