TI-Trust’s iShares US Real Estate ETF IYR Stock Holding History

TI-Trust’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 Q1	–	Sell	-1,763	Closed	-$205K	–	111
2021 Q4	$205K	Buy	+1,763	New	+$193K	0.18%	107
2019 Q4	$164K	Buy	+1,763	New	+$163K	0.16%	113

Other funds holding IYR

CWM

CIBC World Markets New York $20.8B AUM

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

TI-Trust's IYR Position: Q1 2022 in Review

TI-Trust sold out of iShares US Real Estate ETF (IYR) in Q1 2022, closing a stake of 1,763 shares — an estimated $205K sold.

TI-Trust first reported a position in IYR in Q4 2019 and held it in 2 quarters. The position peaked at $205K in Q4 2021. 545 funds tracked by Wall St. Rank hold IYR as of Q1 2022.

TI-Trust reported no remaining iShares US Real Estate ETF position as of Q1 2022 after selling out during the quarter.
TI-Trust sold 1,763 iShares US Real Estate ETF shares in Q1 2022, an estimated $205K.
TI-Trust first reported a position in iShares US Real Estate ETF in Q4 2019 and held it in 2 quarters.
TI-Trust's iShares US Real Estate ETF position peaked at $205K in Q4 2021.
545 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2022.

Based on TI-Trust's 13F filing for Q1 2022, filed 25 Apr 2022.