Tidemark’s iShares US Real Estate ETF IYR Stock Holding History

Tidemark’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
2024 Q2	–	Sell	-58	Closed	-$5.18K	–	687
2024 Q1	$5.18K	Hold	58	–	–	﹤0.01%	509
2023 Q4	$5.26K	Buy	+58	New	+$4.75K	﹤0.01%	496

Other funds holding IYR

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

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 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

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

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

Tidemark's IYR Position: Q2 2024 in Review

Tidemark sold out of iShares US Real Estate ETF (IYR) in Q2 2024, closing a stake of 58 shares — an estimated $5.18K sold.

Tidemark first reported a position in IYR in Q4 2023 and held it in 2 quarters. The position peaked at $5.26K in Q4 2023. 463 funds tracked by Wall St. Rank hold IYR as of Q2 2024.

Tidemark reported no remaining iShares US Real Estate ETF position as of Q2 2024 after selling out during the quarter.
Tidemark sold 58 iShares US Real Estate ETF shares in Q2 2024, an estimated $5.18K.
Tidemark first reported a position in iShares US Real Estate ETF in Q4 2023 and held it in 2 quarters.
Tidemark's iShares US Real Estate ETF position peaked at $5.26K in Q4 2023.
463 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2024.

Based on Tidemark's 13F filing for Q2 2024, filed 12 Aug 2024.