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

Lindbrook 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 Q4	–	Sell	-15	Closed	-$1.17K	–	2752
2023 Q3	$1.17K	Buy	+15	New	+$1.28K	﹤0.01%	2307

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 $12.8B AUM 19.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Lindbrook Capital's IYR Position: Q4 2023 in Review

Lindbrook Capital sold out of iShares US Real Estate ETF (IYR) in Q4 2023, closing a stake of 15 shares — an estimated $1.17K sold.

Lindbrook Capital first reported a position in IYR in Q3 2023 and held it in 1 quarter. The position peaked at $1.17K in Q3 2023. 514 funds tracked by Wall St. Rank hold IYR as of Q4 2023.

Lindbrook Capital reported no remaining iShares US Real Estate ETF position as of Q4 2023 after selling out during the quarter.
Lindbrook Capital sold 15 iShares US Real Estate ETF shares in Q4 2023, an estimated $1.17K.
Lindbrook Capital first reported a position in iShares US Real Estate ETF in Q3 2023 and held it in 1 quarter.
Lindbrook Capital's iShares US Real Estate ETF position peaked at $1.17K in Q3 2023.
514 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q4 2023.

Based on Lindbrook Capital's 13F filing for Q4 2023, filed 1 Feb 2024.