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

Gables 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
2024 Q1	–	Sell	-300	Closed	-$27.4K	–	401
2023 Q4	$27.4K	Hold	300	–	–	0.02%	240
2023 Q3	$23.4K	Hold	300	–	–	0.02%	234
2023 Q2	$26K	Hold	300	–	–	0.02%	234
2023 Q1	$25.5K	Hold	300	–	–	0.02%	235
2022 Q4	$25.3K	Hold	300	–	–	0.02%	234
2022 Q3	$24K	Hold	300	–	–	0.02%	233
2022 Q2	$28K	Hold	300	–	–	0.02%	240
2022 Q1	$32K	Hold	300	–	–	0.02%	236
2021 Q4	$35K	Hold	300	–	–	0.02%	229
2021 Q3	$31K	Hold	300	–	–	0.02%	236
2021 Q2	$31K	Sell	300 -363	-55%	-$36K	0.02%	236
2021 Q1	$61K	Hold	663	–	–	0.03%	199
2020 Q4	$57K	Hold	663	–	–	0.03%	192
2020 Q3	$53K	Hold	663	–	–	0.03%	189
2020 Q2	$52K	Sell	663 -700	-51%	-$53.1K	0.04%	185
2020 Q1	$95K	Buy	1,363 +1,000	+275%	+$88.5K	0.08%	146
2019 Q4	$34K	Hold	363	–	–	0.02%	223
2019 Q3	$34K	Hold	363	–	–	0.02%	232
2019 Q2	$32K	Hold	363	–	–	0.03%	218
2019 Q1	$32K	Hold	363	–	–	0.03%	218
2018 Q4	$27K	Hold	363	–	–	0.02%	217
2018 Q3	$29K	Hold	363	–	–	0.02%	222
2018 Q2	$28K	Buy	+363	New	+$28K	0.02%	223

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

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Gables Capital Management's IYR Position: Q1 2024 in Review

Gables Capital Management sold out of iShares US Real Estate ETF (IYR) in Q1 2024, closing a stake of 300 shares — an estimated $27.4K sold.

Gables Capital Management first reported a position in IYR in Q2 2018 and held it in 23 quarters. The position peaked at $95K in Q1 2020. 472 funds tracked by Wall St. Rank hold IYR as of Q1 2024.

Gables Capital Management reported no remaining iShares US Real Estate ETF position as of Q1 2024 after selling out during the quarter.
Gables Capital Management sold 300 iShares US Real Estate ETF shares in Q1 2024, an estimated $27.4K.
Gables Capital Management first reported a position in iShares US Real Estate ETF in Q2 2018 and held it in 23 quarters.
Gables Capital Management's iShares US Real Estate ETF position peaked at $95K in Q1 2020.
472 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2024.

Based on Gables Capital Management's 13F filing for Q1 2024, filed 6 May 2024.