Operose Advisors’s iShares US Real Estate ETF IYR Stock Holding History

Operose Advisors’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	-1,614	Closed	-$140K	–	762
2023 Q2	$140K	Sell	1,614 -2,111	-57%	-$177K	0.06%	104
2023 Q1	$316K	Hold	3,725	–	–	0.16%	47
2022 Q4	$314K	Hold	3,725	–	–	0.17%	52
2022 Q3	$303K	Buy	+3,725	New	+$353K	0.2%	40

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

Operose Advisors's IYR Position: Q3 2023 in Review

Operose Advisors sold out of iShares US Real Estate ETF (IYR) in Q3 2023, closing a stake of 1,614 shares — an estimated $140K sold.

Operose Advisors first reported a position in IYR in Q3 2022 and held it in 4 quarters. The position peaked at $316K in Q1 2023. 458 funds tracked by Wall St. Rank hold IYR as of Q3 2023.

Operose Advisors reported no remaining iShares US Real Estate ETF position as of Q3 2023 after selling out during the quarter.
Operose Advisors sold 1,614 iShares US Real Estate ETF shares in Q3 2023, an estimated $140K.
Operose Advisors first reported a position in iShares US Real Estate ETF in Q3 2022 and held it in 4 quarters.
Operose Advisors's iShares US Real Estate ETF position peaked at $316K in Q1 2023.
458 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2023.

Based on Operose Advisors's 13F filing for Q3 2023, filed 13 Nov 2023.