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

Rossmore Private 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	-3,105	Closed	-$269K	–	233
2023 Q2	$269K	Hold	3,105	–	–	0.04%	204
2023 Q1	$264K	Hold	3,105	–	–	0.04%	204
2022 Q4	$261K	Hold	3,105	–	–	0.04%	203
2022 Q3	$253K	Hold	3,105	–	–	0.05%	198
2022 Q2	$286K	Hold	3,105	–	–	0.05%	190
2022 Q1	$336K	Hold	3,105	–	–	0.05%	182
2021 Q4	$361K	Hold	3,105	–	–	0.06%	182
2021 Q3	$318K	Hold	3,105	–	–	0.05%	188
2021 Q2	$317K	Hold	3,105	–	–	0.05%	182
2021 Q1	$285K	Hold	3,105	–	–	0.05%	181
2020 Q4	$266K	Hold	3,105	–	–	0.05%	179
2020 Q3	$248K	Hold	3,105	–	–	0.06%	167
2020 Q2	$245K	Hold	3,105	–	–	0.07%	151
2020 Q1	$216K	Hold	3,105	–	–	0.07%	143
2019 Q4	$289K	Hold	3,105	–	–	0.09%	114
2019 Q3	$290K	Hold	3,105	–	–	0.1%	111
2019 Q2	$271K	Sell	3,105 -90	-3%	-$7.88K	0.1%	111
2019 Q1	$278K	Hold	3,195	–	–	0.1%	108
2018 Q4	$239K	Sell	3,195 -61	-2%	-$4.79K	0.1%	113
2018 Q3	$261K	Buy	+3,256	New	+$265K	0.1%	110
2018 Q1	–	Sell	-800	Closed	-$64.8K	–	261
2017 Q4	$64.8K	Buy	+800	New	+$64.9K	0.07%	148

Other funds holding IYR

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

Goldman Sachs New York $871B AUM 31.28% 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 $206B AUM 31.61% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Rossmore Private Capital's IYR Position: Q3 2023 in Review

Rossmore Private Capital sold out of iShares US Real Estate ETF (IYR) in Q3 2023, closing a stake of 3,105 shares — an estimated $269K sold.

Rossmore Private Capital first reported a position in IYR in Q4 2017 and held it in 21 quarters. The position peaked at $361K in Q4 2021. 458 funds tracked by Wall St. Rank hold IYR as of Q3 2023.

Rossmore Private Capital reported no remaining iShares US Real Estate ETF position as of Q3 2023 after selling out during the quarter.
Rossmore Private Capital sold 3,105 iShares US Real Estate ETF shares in Q3 2023, an estimated $269K.
Rossmore Private Capital first reported a position in iShares US Real Estate ETF in Q4 2017 and held it in 21 quarters.
Rossmore Private Capital's iShares US Real Estate ETF position peaked at $361K in Q4 2021.
458 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2023.

Based on Rossmore Private Capital's 13F filing for Q3 2023, filed 13 Nov 2023.