Curi RMB Capital’s iShares US Real Estate ETF IYR Stock Holding History

Curi RMB Capital’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 Q1	–	Sell	-29,578	Closed	-$2.49M	–	495
2022 Q4	$2.49M	Buy	+29,578	New	+$2.48M	0.09%	198

Other funds holding IYR

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CWM

CIBC World Markets New York $20.8B AUM

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Curi RMB Capital's IYR Position: Q1 2023 in Review

Curi RMB Capital sold out of iShares US Real Estate ETF (IYR) in Q1 2023, closing a stake of 29,578 shares — an estimated $2.49M sold.

Curi RMB Capital first reported a position in IYR in Q4 2022 and held it in 1 quarter. The position peaked at $2.49M in Q4 2022. 494 funds tracked by Wall St. Rank hold IYR as of Q1 2023.

Curi RMB Capital reported no remaining iShares US Real Estate ETF position as of Q1 2023 after selling out during the quarter.
Curi RMB Capital sold 29,578 iShares US Real Estate ETF shares in Q1 2023, an estimated $2.49M.
Curi RMB Capital first reported a position in iShares US Real Estate ETF in Q4 2022 and held it in 1 quarter.
Curi RMB Capital's iShares US Real Estate ETF position peaked at $2.49M in Q4 2022.
494 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2023.

Based on Curi RMB Capital's 13F filing for Q1 2023, filed 11 May 2023.