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Twele Capital Management’s iShares US Real Estate ETF IYR Stock Holding History

Twele Capital 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
2023
Q2 		– Sell
-62,539
Closed -$5.31M – 40
2023
Q1 		$5.31M Sell
62,539
-1,102
-2% -$96.4K 0.87% 22
2022
Q4 		$5.36M Hold
63,641
– – 0.88% 22
2022
Q3 		$5.18M Buy
63,641
+801
+1% +$75.8K 0.9% 22
2022
Q2 		$5.78M Sell
62,840
-666
-1% -$66.4K 0.91% 23
2022
Q1 		$6.87M Buy
63,506
+2,889
+5% +$305K 0.93% 23
2021
Q4 		$7.04M Sell
60,617
-2,085
-3% -$228K 0.89% 23
2021
Q3 		$6.42M Buy
62,702
+1,190
+2% +$127K 0.85% 23
2021
Q2 		$6.27M Buy
61,512
+17,425
+40% +$1.73M 0.97% 22
2021
Q1 		$4.05M Sell
44,087
-2,473
-5% -$217K 0.65% 24
2020
Q4 		$3.99M Buy
46,560
+7,790
+20% +$649K 0.72% 23
2020
Q3 		$3.1M Hold
38,770
– – 0.6% 24
2020
Q2 		$3.06M Buy
38,770
+13,090
+51% +$992K 0.61% 24
2020
Q1 		$1.79M Buy
25,680
+3,370
+15% +$298K 0.39% 27
2019
Q4 		$2.08M Sell
22,310
-320
-1% -$29.7K 0.39% 27
2019
Q3 		$2.12M Sell
22,630
-1,120
-5% -$102K 0.42% 25
2019
Q2 		$2.07M Sell
23,750
-470
-2% -$41.1K 0.42% 25
2019
Q1 		$2.11M Sell
24,220
-2,700
-10% -$223K 0.46% 24
2018
Q4 		$2.02M Hold
26,920
– – 0.47% 25
2018
Q3 		$2.15M Hold
26,920
– – 0.49% 24
2018
Q2 		$2.17M Hold
26,920
– – 0.5% 24
2018
Q1 		$2.03M Sell
26,920
-235
-0.9% -$17.8K 0.47% 24
2017
Q4 		$2.2M Buy
27,155
+19,930
+276% +$1.62M 0.5% 24
2017
Q3 		$577K Buy
+7,225
New +$580K 0.14% 30

Other funds holding IYR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Twele Capital Management's IYR Position: Q2 2023 in Review

Twele Capital Management sold out of iShares US Real Estate ETF (IYR) in Q2 2023, closing a stake of 62,539 shares — an estimated $5.31M sold.

Twele Capital Management first reported a position in IYR in Q3 2017 and held it in 23 quarters. The position peaked at $7.04M in Q4 2021. 481 funds tracked by Wall St. Rank hold IYR as of Q2 2023.

  • Twele Capital Management reported no remaining iShares US Real Estate ETF position as of Q2 2023 after selling out during the quarter.
  • Twele Capital Management sold 62,539 iShares US Real Estate ETF shares in Q2 2023, an estimated $5.31M.
  • Twele Capital Management first reported a position in iShares US Real Estate ETF in Q3 2017 and held it in 23 quarters.
  • Twele Capital Management's iShares US Real Estate ETF position peaked at $7.04M in Q4 2021.
  • 481 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2023.

Based on Twele Capital Management's 13F filing for Q2 2023, filed 24 Jul 2023.