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M&R Capital Management’s iShares US Real Estate ETF IYR Stock Holding History

M&R 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
2023
Q1 		– Sell
-601
Closed -$50.6K – 627
2022
Q4 		$50.6K Buy
+601
New +$50.5K 0.01% 225

Other funds holding IYR

Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CWM
CIBC World Markets New York $20.8B AUM
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

M&R Capital Management's IYR Position: Q1 2023 in Review

M&R Capital Management sold out of iShares US Real Estate ETF (IYR) in Q1 2023, closing a stake of 601 shares — an estimated $50.6K sold.

M&R Capital Management first reported a position in IYR in Q4 2022 and held it in 1 quarter. The position peaked at $50.6K in Q4 2022. 494 funds tracked by Wall St. Rank hold IYR as of Q1 2023.

  • M&R Capital Management reported no remaining iShares US Real Estate ETF position as of Q1 2023 after selling out during the quarter.
  • M&R Capital Management sold 601 iShares US Real Estate ETF shares in Q1 2023, an estimated $50.6K.
  • M&R Capital Management first reported a position in iShares US Real Estate ETF in Q4 2022 and held it in 1 quarter.
  • M&R Capital Management's iShares US Real Estate ETF position peaked at $50.6K in Q4 2022.
  • 494 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2023.

Based on M&R Capital Management's 13F filing for Q1 2023, filed 3 Apr 2023.