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

McCutchen 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 Q3	$22.1M	Buy	271,661 +1,280	+0.5%	+$121K	4.76%	8
2022 Q2	$24.9M	Buy	270,381 +88,853	+49%	+$8.86M	5.04%	7
2022 Q1	$19.6M	Buy	181,528 +136	+0.1%	+$14.4K	3.42%	8
2021 Q4	$21.1M	Buy	181,392 +954	+0.5%	+$105K	3.6%	8
2021 Q3	$18.5M	Buy	180,438 +1,183	+0.7%	+$126K	3.37%	10
2021 Q2	$18.3M	Buy	179,255 +1,887	+1%	+$187K	3.35%	10
2021 Q1	$16.3M	Buy	177,368 +630	+0.4%	+$55.3K	3.27%	11
2020 Q4	$15.1M	Buy	176,738 +793	+0.5%	+$66K	3.27%	11
2020 Q3	$14M	Sell	175,945 -618	-0.4%	-$49.9K	3.47%	11
2020 Q2	$13.9M	Sell	176,563 -6,161	-3%	-$467K	3.73%	9
2020 Q1	$12.7M	Buy	182,724 +161,416	+758%	+$14.3M	3.98%	8
2019 Q4	$1.98M	Buy	21,308 +318	+2%	+$29.5K	0.54%	14
2019 Q3	$1.96M	Sell	20,990 -1,124	-5%	-$102K	0.58%	15
2019 Q2	$1.93M	Buy	22,114 +154	+0.7%	+$13.5K	0.59%	15
2019 Q1	$1.91M	Buy	21,960 +889	+4%	+$73.5K	0.64%	14
2018 Q4	$1.58M	Buy	21,071 +282	+1%	+$22.2K	0.59%	17
2018 Q3	$1.68M	Buy	20,789 +165	+0.8%	+$13.5K	0.55%	13
2018 Q2	$1.68M	Hold	20,624	–	–	0.57%	14
2018 Q1	$1.56M	Buy	20,624 +69	+0.3%	+$5.24K	0.54%	14
2017 Q4	$1.67M	Buy	20,555 +146	+0.7%	+$11.9K	0.58%	14
2017 Q3	$1.63M	Sell	20,409 -542	-3%	-$43.5K	0.57%	14
2017 Q2	$1.67M	Sell	20,951 -4,819	-19%	-$383K	0.63%	14
2017 Q1	$2.02M	Buy	25,770 +581	+2%	+$45.3K	0.8%	12
2016 Q4	$1.94M	Buy	25,189 +1,561	+7%	+$119K	0.82%	12
2016 Q3	$1.91M	Buy	23,628 +870	+4%	+$72K	0.79%	11
2016 Q2	$1.88M	Buy	22,758 +295	+1%	+$23.1K	0.86%	11
2016 Q1	$1.75M	Buy	22,463 +162	+0.7%	+$11.8K	0.83%	11
2015 Q4	$1.67M	Buy	22,301 +10,494	+89%	+$784K	0.84%	12
2015 Q3	$838K	Buy	11,807 +108	+0.9%	+$7.87K	0.42%	15
2015 Q2	$834K	Sell	11,699 -6,302	-35%	-$478K	0.39%	15
2015 Q1	$1.43M	Buy	18,001 +187	+1%	+$15K	0.7%	12
2014 Q4	$1.37M	Buy	17,814 +160	+0.9%	+$12K	0.72%	12
2014 Q3	$1.22M	Buy	17,654 +147	+0.8%	+$10.6K	0.7%	10
2014 Q2	$1.26M	Buy	17,507 +197	+1%	+$13.9K	0.68%	10
2014 Q1	$1.17M	Hold	17,310	–	–	0.67%	10
2013 Q4	$1.09M	Buy	17,310 +319	+2%	+$20.5K	0.45%	9
2013 Q3	$1.08M	Buy	16,991 +12,124	+249%	+$792K	0.77%	9
2013 Q2	$323K	Buy	+4,867	New	+$344K	0.29%	12

Other funds holding IYR

CWM

CIBC World Markets New York $20.8B AUM

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

McCutchen Group's IYR Position: Q3 2022 in Review

McCutchen Group increased its iShares US Real Estate ETF (IYR) stake by 0.47% in Q3 2022, buying an estimated $121K and bringing the position to 271,661 shares worth $22.1M. The position accounts for 4.76% of the portfolio, ranked #8.

McCutchen Group first reported a position in IYR in Q2 2013 and has held it in 38 quarters since. The position peaked at $24.9M in Q2 2022. 498 funds tracked by Wall St. Rank hold IYR as of Q3 2022.

McCutchen Group held 271,661 shares of iShares US Real Estate ETF worth $22.1M as of Q3 2022.
McCutchen Group bought 1,280 iShares US Real Estate ETF shares in Q3 2022, an estimated $121K.
iShares US Real Estate ETF made up 4.76% of McCutchen Group's portfolio in Q3 2022, its #8 holding.
McCutchen Group first reported a position in iShares US Real Estate ETF in Q2 2013 and has held it in 38 quarters since.
McCutchen Group's iShares US Real Estate ETF position peaked at $24.9M in Q2 2022.
498 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2022.

Based on McCutchen Group's 13F filing for Q3 2022, filed 2 Nov 2022.