Newbridge Financial Services Group’s iShares US Real Estate ETF IYR Stock Holding History

Newbridge Financial Services 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
2024 Q1	–	Sell	-325	Closed	-$29.7K	–	1237
2023 Q4	$29.7K	Sell	325 -61	-16%	-$4.99K	0.01%	513
2023 Q3	$30.1K	Sell	386 -175	-31%	-$14.9K	0.02%	550
2023 Q2	$48.5K	Buy	561 +1	+0.2%	+$84	0.02%	465
2023 Q1	$47.5K	Buy	560 +2	+0.4%	+$175	0.03%	476
2022 Q4	$47K	Sell	558 -214	-28%	-$18K	0.03%	479
2022 Q3	$63K	Buy	772 +363	+89%	+$34.4K	0.04%	398
2022 Q2	$38K	Buy	409 +169	+70%	+$16.8K	0.02%	469
2022 Q1	$26K	Hold	240	–	–	0.01%	649
2021 Q4	$28K	Buy	240 +175	+269%	+$19.2K	0.01%	626
2021 Q3	$7K	Hold	65	–	–	﹤0.01%	953
2021 Q2	$7K	Hold	65	–	–	﹤0.01%	1053
2021 Q1	$6K	Hold	65	–	–	﹤0.01%	1003
2020 Q4	$6K	Hold	65	–	–	﹤0.01%	819
2020 Q3	$5K	Buy	+65	New	+$5.25K	﹤0.01%	804

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

Newbridge Financial Services Group's IYR Position: Q1 2024 in Review

Newbridge Financial Services Group sold out of iShares US Real Estate ETF (IYR) in Q1 2024, closing a stake of 325 shares — an estimated $29.7K sold.

Newbridge Financial Services Group first reported a position in IYR in Q3 2020 and held it in 14 quarters. The position peaked at $63K in Q3 2022. 472 funds tracked by Wall St. Rank hold IYR as of Q1 2024.

Newbridge Financial Services Group reported no remaining iShares US Real Estate ETF position as of Q1 2024 after selling out during the quarter.
Newbridge Financial Services Group sold 325 iShares US Real Estate ETF shares in Q1 2024, an estimated $29.7K.
Newbridge Financial Services Group first reported a position in iShares US Real Estate ETF in Q3 2020 and held it in 14 quarters.
Newbridge Financial Services Group's iShares US Real Estate ETF position peaked at $63K in Q3 2022.
472 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2024.

Based on Newbridge Financial Services Group's 13F filing for Q1 2024, filed 24 Apr 2024.