Cynosure Group’s iShares US Real Estate ETF IYR Stock Holding History

Cynosure Group’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	–	Sell	-3,967	Closed	-$323K	–	27
2022 Q3	$323K	Hold	3,967	–	–	0.35%	27
2022 Q2	$365K	Hold	3,967	–	–	0.36%	29
2022 Q1	$429K	Sell	3,967 -3,765	-49%	-$397K	0.35%	24
2021 Q4	$898K	Sell	7,732 -2,268	-23%	-$248K	0.68%	20
2021 Q3	$1.02M	Hold	10,000	–	–	0.79%	19
2021 Q2	$1.02M	Hold	10,000	–	–	0.79%	18
2021 Q1	$919K	Hold	10,000	–	–	0.72%	18
2020 Q4	$856K	Hold	10,000	–	–	0.73%	16
2020 Q3	$798K	Hold	10,000	–	–	0.83%	13
2020 Q2	$788K	Hold	10,000	–	–	0.93%	12
2020 Q1	$696K	Buy	+10,000	New	+$885K	0.5%	29

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

Cynosure Group's IYR Position: Q4 2022 in Review

Cynosure Group sold out of iShares US Real Estate ETF (IYR) in Q4 2022, closing a stake of 3,967 shares — an estimated $323K sold.

Cynosure Group first reported a position in IYR in Q1 2020 and held it in 11 quarters. The position peaked at $1.02M in Q3 2021. 513 funds tracked by Wall St. Rank hold IYR as of Q4 2022.

Cynosure Group reported no remaining iShares US Real Estate ETF position as of Q4 2022 after selling out during the quarter.
Cynosure Group sold 3,967 iShares US Real Estate ETF shares in Q4 2022, an estimated $323K.
Cynosure Group first reported a position in iShares US Real Estate ETF in Q1 2020 and held it in 11 quarters.
Cynosure Group's iShares US Real Estate ETF position peaked at $1.02M in Q3 2021.
513 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q4 2022.

Based on Cynosure Group's 13F filing for Q4 2022, filed 10 Feb 2023.