Gallagher Benefit Services’s iShares US Real Estate ETF IYR Stock Holding History

Gallagher Benefit Services’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	$500K	Buy	+5,938	New	+$499K	0.11%	112

Other funds holding IYR

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

CWM

CIBC World Markets New York $20.8B AUM

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

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

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

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

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

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

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

Gallagher Benefit Services's IYR Position: Q4 2022 in Review

Gallagher Benefit Services opened a new position in iShares US Real Estate ETF (IYR) in Q4 2022: 5,938 shares worth $500K. The stake represents 0.11% of the portfolio and ranks #112 among its holdings.

513 funds tracked by Wall St. Rank hold IYR as of Q4 2022.

Gallagher Benefit Services held 5,938 shares of iShares US Real Estate ETF worth $500K as of Q4 2022.
iShares US Real Estate ETF was a new Gallagher Benefit Services position in Q4 2022.
iShares US Real Estate ETF made up 0.11% of Gallagher Benefit Services's portfolio in Q4 2022, its #112 holding.
513 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q4 2022.

Based on Gallagher Benefit Services's 13F filing for Q4 2022, filed 27 Feb 2023.