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
2014 Q1	–	Sell	-300	Closed	-$19K	–	968
2013 Q4	$19K	Hold	300	–	–	﹤0.01%	952
2013 Q3	$19K	Buy	+300	New	+$19.6K	﹤0.01%	925

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.