tru Independence’s iShares US Real Estate ETF IYR Stock Holding History

tru Independence’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
2021 Q1	–	Sell	-519,273	Closed	-$61.2K	–	503
2020 Q4	$61.2K	Buy	519,273 +517,626	+31,428%	+$43.1M	0.11%	71
2020 Q3	$131K	Buy	+1,647	New	+$133K	0.04%	176
2020 Q1	–	Sell	-2,202	Closed	-$153K	–	827
2019 Q4	$153K	Buy	+2,202	New	+$204K	0.02%	267

Other funds holding IYR

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return

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

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

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

tru Independence's IYR Position: Q1 2021 in Review

tru Independence sold out of iShares US Real Estate ETF (IYR) in Q1 2021, closing a stake of 519,273 shares — an estimated $61.2K sold.

tru Independence first reported a position in IYR in Q4 2019 and held it in 3 quarters. The position peaked at $153K in Q4 2019. 436 funds tracked by Wall St. Rank hold IYR as of Q1 2021.

tru Independence reported no remaining iShares US Real Estate ETF position as of Q1 2021 after selling out during the quarter.
tru Independence sold 519,273 iShares US Real Estate ETF shares in Q1 2021, an estimated $61.2K.
tru Independence first reported a position in iShares US Real Estate ETF in Q4 2019 and held it in 3 quarters.
tru Independence's iShares US Real Estate ETF position peaked at $153K in Q4 2019.
436 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2021.

Based on tru Independence's 13F filing for Q1 2021, filed 20 May 2021.