TrustCore Financial Services’s iShares US Real Estate ETF IYR Stock Holding History

TrustCore Financial Services’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	$108K	Buy	1,282 +75	+6%	+$6.3K	0.01%	342
2022 Q3	$98K	Hold	1,207	–	–	0.01%	350
2022 Q2	$111K	Hold	1,207	–	–	0.01%	328
2022 Q1	$131K	Buy	1,207 +995	+469%	+$105K	0.01%	324
2021 Q4	$25K	Sell	212 -1,006	-83%	-$110K	﹤0.01%	572
2021 Q3	$125K	Sell	1,218 -150	-11%	-$16K	0.01%	317
2021 Q2	$139K	Buy	1,368 +150	+12%	+$14.9K	0.01%	307
2021 Q1	$112K	Buy	1,218 +1,000	+459%	+$87.8K	0.01%	318
2020 Q4	$19K	Hold	218	–	–	﹤0.01%	580
2020 Q3	$17K	Hold	218	–	–	﹤0.01%	530
2020 Q2	$17K	Hold	218	–	–	﹤0.01%	550
2020 Q1	$15K	Buy	218 +11	+5%	+$974	﹤0.01%	525
2019 Q4	$19K	Hold	207	–	–	﹤0.01%	530
2019 Q3	$19K	Hold	207	–	–	﹤0.01%	527
2019 Q2	$18K	Buy	+207	New	+$18.1K	﹤0.01%	527

Other funds holding IYR

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

CWM

CIBC World Markets New York $20.8B AUM

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

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

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

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

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

TrustCore Financial Services's IYR Position: Q4 2022 in Review

TrustCore Financial Services increased its iShares US Real Estate ETF (IYR) stake by 6.2% in Q4 2022, buying an estimated $6.3K and bringing the position to 1,282 shares worth $108K. The position accounts for 0.01% of the portfolio, ranked #342.

TrustCore Financial Services first reported a position in IYR in Q2 2019 and has held it in 15 quarters since. The position peaked at $139K in Q2 2021. 513 funds tracked by Wall St. Rank hold IYR as of Q4 2022.

TrustCore Financial Services held 1,282 shares of iShares US Real Estate ETF worth $108K as of Q4 2022.
TrustCore Financial Services bought 75 iShares US Real Estate ETF shares in Q4 2022, an estimated $6.3K.
iShares US Real Estate ETF made up 0.01% of TrustCore Financial Services's portfolio in Q4 2022, its #342 holding.
TrustCore Financial Services first reported a position in iShares US Real Estate ETF in Q2 2019 and has held it in 15 quarters since.
TrustCore Financial Services's iShares US Real Estate ETF position peaked at $139K in Q2 2021.
513 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q4 2022.

Based on TrustCore Financial Services's 13F filing for Q4 2022, filed 13 Feb 2023.