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

RegentAtlantic 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
2022 Q3	$735K	Sell	9,024 -77	-0.8%	-$7.29K	0.02%	365
2022 Q2	$837K	Sell	9,101 -448	-5%	-$44.7K	0.03%	345
2022 Q1	$1.03M	Buy	9,549 +160	+2%	+$16.9K	0.03%	318
2021 Q4	$1.09M	Sell	9,389 -958	-9%	-$105K	0.03%	314
2021 Q3	$1.06M	Sell	10,347 -188	-2%	-$20K	0.03%	293
2021 Q2	$1.07M	Sell	10,535 -1,238	-11%	-$123K	0.03%	283
2021 Q1	$1.08M	Sell	11,773 -738	-6%	-$64.8K	0.04%	267
2020 Q4	$1.07M	Sell	12,511 -3,926	-24%	-$327K	0.04%	236
2020 Q3	$1.31M	Hold	16,437	–	–	0.06%	200
2020 Q2	$1.29M	Buy	16,437 +9,543	+138%	+$723K	0.07%	191
2020 Q1	$480K	Buy	+6,894	New	+$610K	0.04%	274

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

RegentAtlantic Capital's IYR Position: Q3 2022 in Review

RegentAtlantic Capital reduced its iShares US Real Estate ETF (IYR) stake by 0.85% in Q3 2022, selling an estimated $7.29K and leaving 9,024 shares worth $735K. The position accounts for 0.02% of the portfolio, ranked #365.

RegentAtlantic Capital first reported a position in IYR in Q1 2020 and has held it in 11 quarters since. The position peaked at $1.31M in Q3 2020. 498 funds tracked by Wall St. Rank hold IYR as of Q3 2022.

RegentAtlantic Capital held 9,024 shares of iShares US Real Estate ETF worth $735K as of Q3 2022.
RegentAtlantic Capital sold 77 iShares US Real Estate ETF shares in Q3 2022, an estimated $7.29K.
iShares US Real Estate ETF made up 0.02% of RegentAtlantic Capital's portfolio in Q3 2022, its #365 holding.
RegentAtlantic Capital first reported a position in iShares US Real Estate ETF in Q1 2020 and has held it in 11 quarters since.
RegentAtlantic Capital's iShares US Real Estate ETF position peaked at $1.31M in Q3 2020.
498 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2022.

Based on RegentAtlantic Capital's 13F filing for Q3 2022, filed 14 Nov 2022.