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

NewSquare 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 Q3	–	Sell	-201	Closed	-$17.4K	–	745
2023 Q2	$17.4K	Buy	+201	New	+$16.9K	﹤0.01%	270
2022 Q3	–	Sell	-30	Closed	-$3K	–	451
2022 Q2	$3K	Hold	30	–	–	﹤0.01%	310
2022 Q1	$3K	Sell	30 -16	-35%	-$1.69K	﹤0.01%	328
2021 Q4	$5K	Hold	46	–	–	﹤0.01%	330
2021 Q3	$5K	Sell	46 -14	-23%	-$1.49K	﹤0.01%	317
2021 Q2	$6K	Hold	60	–	–	﹤0.01%	291
2021 Q1	$6K	Hold	60	–	–	﹤0.01%	272
2020 Q4	$5K	Hold	60	–	–	﹤0.01%	290
2020 Q3	$5K	Hold	60	–	–	﹤0.01%	259
2020 Q2	$5K	Hold	60	–	–	﹤0.01%	261
2020 Q1	$4K	Hold	60	–	–	﹤0.01%	291
2019 Q4	$6K	Hold	60	–	–	﹤0.01%	243
2019 Q3	$6K	Hold	60	–	–	﹤0.01%	211
2019 Q2	$5K	Hold	60	–	–	﹤0.01%	290
2019 Q1	$5K	Hold	60	–	–	﹤0.01%	273
2018 Q4	$4K	Buy	+60	New	+$4.71K	﹤0.01%	274
2015 Q1	–	Sell	-120	Closed	-$9K	–	331
2014 Q4	$9K	Buy	+120	New	+$8.97K	﹤0.01%	237

Other funds holding IYR

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

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

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

NewSquare Capital's IYR Position: Q3 2023 in Review

NewSquare Capital sold out of iShares US Real Estate ETF (IYR) in Q3 2023, closing a stake of 201 shares — an estimated $17.4K sold.

NewSquare Capital first reported a position in IYR in Q4 2014 and held it in 17 quarters. The position peaked at $17.4K in Q2 2023. 458 funds tracked by Wall St. Rank hold IYR as of Q3 2023.

NewSquare Capital reported no remaining iShares US Real Estate ETF position as of Q3 2023 after selling out during the quarter.
NewSquare Capital sold 201 iShares US Real Estate ETF shares in Q3 2023, an estimated $17.4K.
NewSquare Capital first reported a position in iShares US Real Estate ETF in Q4 2014 and held it in 17 quarters.
NewSquare Capital's iShares US Real Estate ETF position peaked at $17.4K in Q2 2023.
458 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2023.

Based on NewSquare Capital's 13F filing for Q3 2023, filed 3 Nov 2023.