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

Cribstone Capital 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
2022 Q4	$18.8K	Hold	223	–	–	0.01%	210
2022 Q3	$18K	Sell	223 -31	-12%	-$2.94K	0.01%	210
2022 Q2	$23K	Hold	254	–	–	0.01%	196
2022 Q1	$27K	Hold	254	–	–	0.01%	192
2021 Q4	$29K	Hold	254	–	–	0.02%	191
2021 Q3	$26K	Hold	254	–	–	0.02%	189
2021 Q2	$26K	Hold	254	–	–	0.02%	192
2021 Q1	$23K	Hold	254	–	–	0.02%	190
2020 Q4	$22K	Hold	254	–	–	0.02%	193
2020 Q3	$20K	Hold	254	–	–	0.02%	157
2020 Q2	$20K	Hold	254	–	–	0.02%	166
2020 Q1	$18K	Hold	254	–	–	0.02%	166
2019 Q4	$24K	Hold	254	–	–	0.02%	187
2019 Q3	$24K	Hold	254	–	–	0.01%	310
2019 Q2	$22K	Hold	254	–	–	0.01%	339
2019 Q1	$22K	Hold	254	–	–	0.01%	352
2018 Q4	$19K	Sell	254 -66	-21%	-$5.19K	0.01%	379
2018 Q3	$26K	Hold	320	–	–	0.01%	356
2018 Q2	$26K	Hold	320	–	–	0.01%	357
2018 Q1	$24K	Hold	320	–	–	0.01%	362
2017 Q4	$26K	Hold	320	–	–	0.01%	406
2017 Q3	$26K	Hold	320	–	–	0.01%	352
2017 Q2	$26K	Hold	320	–	–	0.01%	353
2017 Q1	$25K	Hold	320	–	–	0.01%	387
2016 Q4	$25K	Hold	320	–	–	0.02%	367
2016 Q3	$25K	Hold	320	–	–	0.02%	370
2016 Q2	$26K	Buy	+320	New	+$25.1K	0.02%	376

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

Cribstone Capital Management's IYR Position: Q4 2022 in Review

Cribstone Capital Management held its iShares US Real Estate ETF (IYR) position steady in Q4 2022 at 223 shares worth $18.8K. The position accounts for 0.01% of the portfolio, ranked #210.

Cribstone Capital Management first reported a position in IYR in Q2 2016 and has held it in 27 quarters since. The position peaked at $29K in Q4 2021. 513 funds tracked by Wall St. Rank hold IYR as of Q4 2022.

Cribstone Capital Management held 223 shares of iShares US Real Estate ETF worth $18.8K as of Q4 2022.
Cribstone Capital Management left its iShares US Real Estate ETF share count unchanged in Q4 2022.
iShares US Real Estate ETF made up 0.01% of Cribstone Capital Management's portfolio in Q4 2022, its #210 holding.
Cribstone Capital Management first reported a position in iShares US Real Estate ETF in Q2 2016 and has held it in 27 quarters since.
Cribstone Capital Management's iShares US Real Estate ETF position peaked at $29K in Q4 2021.
513 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q4 2022.

Based on Cribstone Capital Management's 13F filing for Q4 2022, filed 14 Feb 2023.