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Coston McIsaac & Partners’s iShares US Real Estate ETF IYR Stock Holding History

Coston McIsaac & Partners’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
-12
Closed -$1K – 805
2023
Q1 		$1K Hold
12
– – ﹤0.01% 756
2022
Q4 		$1 Hold
12
– – ﹤0.01% 727
2022
Q3 		$0 Hold
12
– – ﹤0.01% 707
2022
Q2 		$1K Buy
+12
New +$1.2K ﹤0.01% 455

Other funds holding IYR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 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

Coston McIsaac & Partners's IYR Position: Q2 2023 in Review

Coston McIsaac & Partners sold out of iShares US Real Estate ETF (IYR) in Q2 2023, closing a stake of 12 shares — an estimated $1K sold.

Coston McIsaac & Partners first reported a position in IYR in Q2 2022 and held it in 4 quarters. The position peaked at $1K in Q1 2023. 481 funds tracked by Wall St. Rank hold IYR as of Q2 2023.

  • Coston McIsaac & Partners reported no remaining iShares US Real Estate ETF position as of Q2 2023 after selling out during the quarter.
  • Coston McIsaac & Partners sold 12 iShares US Real Estate ETF shares in Q2 2023, an estimated $1K.
  • Coston McIsaac & Partners first reported a position in iShares US Real Estate ETF in Q2 2022 and held it in 4 quarters.
  • Coston McIsaac & Partners's iShares US Real Estate ETF position peaked at $1K in Q1 2023.
  • 481 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2023.

Based on Coston McIsaac & Partners's 13F filing for Q2 2023, filed 1 Aug 2023.