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Royal Fund Management’s iShares US Real Estate ETF IYR Stock Holding History

Royal Fund Management’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
Q4 		– Sell
-55,167
Closed -$4.49M – 277
2022
Q3 		$4.49M Buy
55,167
+111
+0.2% +$10.5K 0.82% 46
2022
Q2 		$5.06M Sell
55,056
-47,707
-46% -$4.76M 0.84% 42
2022
Q1 		$11.1M Buy
102,763
+45,898
+81% +$4.84M 1.61% 13
2021
Q4 		$6.6M Sell
56,865
-19,565
-26% -$2.14M 0.95% 29
2021
Q3 		$7.83M Buy
+76,430
New +$8.13M 1.14% 22
2020
Q2 		– Sell
-4,229
Closed -$294K – 358
2020
Q1 		$294K Buy
+4,229
New +$374K 0.12% 108
2017
Q4 		– Sell
-1,308
Closed -$104K – 670
2017
Q3 		$104K Buy
+1,308
New +$105K 0.04% 118

Other funds holding IYR

Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
CWM
CIBC World Markets New York $20.8B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Royal Fund Management's IYR Position: Q4 2022 in Review

Royal Fund Management sold out of iShares US Real Estate ETF (IYR) in Q4 2022, closing a stake of 55,167 shares — an estimated $4.49M sold.

Royal Fund Management first reported a position in IYR in Q3 2017 and held it in 7 quarters. The position peaked at $11.1M in Q1 2022. 513 funds tracked by Wall St. Rank hold IYR as of Q4 2022.

  • Royal Fund Management reported no remaining iShares US Real Estate ETF position as of Q4 2022 after selling out during the quarter.
  • Royal Fund Management sold 55,167 iShares US Real Estate ETF shares in Q4 2022, an estimated $4.49M.
  • Royal Fund Management first reported a position in iShares US Real Estate ETF in Q3 2017 and held it in 7 quarters.
  • Royal Fund Management's iShares US Real Estate ETF position peaked at $11.1M in Q1 2022.
  • 513 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q4 2022.

Based on Royal Fund Management's 13F filing for Q4 2022, filed 20 Jan 2023.