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

Veritable’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 Q3	–	Sell	-229,908	Closed	-$19.9M	–	425
2023 Q2	$19.9M	Sell	229,908 -1,221	-0.5%	-$103K	0.31%	36
2023 Q1	$19.6M	Hold	231,129	–	–	0.32%	36
2022 Q4	$19.5M	Buy	231,129 +3,130	+1%	+$263K	0.33%	34
2022 Q3	$18.6M	Sell	227,999 -465	-0.2%	-$44K	0.36%	31
2022 Q2	$21M	Hold	228,464	–	–	0.38%	32
2022 Q1	$24.7M	Sell	228,464 -464	-0.2%	-$49K	0.38%	32
2021 Q4	$26.6M	Hold	228,928	–	–	0.39%	33
2021 Q3	$23.4M	Sell	228,928 -910	-0.4%	-$96.8K	0.38%	34
2021 Q2	$23.4M	Sell	229,838 -319	-0.1%	-$31.7K	0.38%	34
2021 Q1	$21.2M	Sell	230,157 -19,735	-8%	-$1.73M	0.36%	33
2020 Q4	$21.4M	Sell	249,892 -378	-0.2%	-$31.5K	0.39%	34
2020 Q3	$20M	Sell	250,270 -240	-0.1%	-$19.4K	0.4%	33
2020 Q2	$19.7M	Sell	250,510 -81,473	-25%	-$6.18M	0.43%	30
2020 Q1	$23.1M	Buy	331,983 +118,151	+55%	+$10.5M	0.56%	26
2019 Q4	$19.9M	Sell	213,832 -667	-0.3%	-$61.8K	0.37%	36
2019 Q3	$20.1M	Buy	214,499 +1,061	+0.5%	+$96.6K	0.39%	35
2019 Q2	$18.6M	Buy	213,438 +2,147	+1%	+$188K	0.37%	34
2019 Q1	$18.4M	Buy	211,291 +1,618	+0.8%	+$134K	0.37%	34
2018 Q4	$15.7M	Buy	209,673 +156,690	+296%	+$12.3M	0.36%	33
2018 Q3	$4.24M	Hold	52,983	–	–	0.09%	133
2018 Q2	$4.27M	Buy	52,983 +1,205	+2%	+$92.8K	0.09%	127
2018 Q1	$3.91M	Buy	51,778 +43,063	+494%	+$3.27M	0.08%	136
2017 Q4	$706K	Hold	8,715	–	–	0.01%	408
2017 Q3	$696K	Hold	8,715	–	–	0.01%	422
2017 Q2	$695K	Hold	8,715	–	–	0.02%	437
2017 Q1	$684K	Hold	8,715	–	–	0.02%	410
2016 Q4	$671K	Hold	8,715	–	–	0.02%	399
2016 Q3	$703K	Hold	8,715	–	–	0.02%	385
2016 Q2	$718K	Sell	8,715 -40	-0.5%	-$3.13K	0.02%	364
2016 Q1	$682K	Buy	8,755 +2,119	+32%	+$154K	0.02%	367
2015 Q4	$498K	Buy	6,636 +975	+17%	+$72.8K	0.01%	464
2015 Q3	$402K	Buy	5,661 +40	+0.7%	+$2.91K	0.01%	506
2015 Q2	$401K	Sell	5,621 -411	-7%	-$31.2K	0.01%	522
2015 Q1	$478K	Hold	6,032	–	–	0.01%	615
2014 Q4	$463K	Hold	6,032	–	–	0.01%	620
2014 Q3	$417K	Hold	6,032	–	–	0.01%	654
2014 Q2	$433K	Buy	6,032 +3	+0%	+$211	0.01%	641
2014 Q1	$408K	Sell	6,029 -121	-2%	-$8.03K	0.01%	642
2013 Q4	$388K	Hold	6,150	–	–	0.01%	641
2013 Q3	$392K	Hold	6,150	–	–	0.01%	646
2013 Q2	$409K	Buy	+6,150	New	+$435K	0.01%	634

Other funds holding IYR

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

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

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

Veritable's IYR Position: Q3 2023 in Review

Veritable sold out of iShares US Real Estate ETF (IYR) in Q3 2023, closing a stake of 229,908 shares — an estimated $19.9M sold.

Veritable first reported a position in IYR in Q2 2013 and held it in 41 quarters. The position peaked at $26.6M in Q4 2021. 458 funds tracked by Wall St. Rank hold IYR as of Q3 2023.

Veritable reported no remaining iShares US Real Estate ETF position as of Q3 2023 after selling out during the quarter.
Veritable sold 229,908 iShares US Real Estate ETF shares in Q3 2023, an estimated $19.9M.
Veritable first reported a position in iShares US Real Estate ETF in Q2 2013 and held it in 41 quarters.
Veritable's iShares US Real Estate ETF position peaked at $26.6M in Q4 2021.
458 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2023.

Based on Veritable's 13F filing for Q3 2023.