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

Abbrea Capital’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
2020
Q2 		– Sell
-3,750
Closed -$261K – 190
2020
Q1 		$261K Hold
3,750
– – 0.07% 159
2019
Q4 		$349K Sell
3,750
-40
-1% -$3.71K 0.07% 156
2019
Q3 		$355K Hold
3,790
– – 0.08% 150
2019
Q2 		$331K Hold
3,790
– – 0.08% 152
2019
Q1 		$330K Hold
3,790
– – 0.09% 137
2018
Q4 		$284K Sell
3,790
-1,500
-28% -$118K 0.09% 140
2018
Q3 		$427K Hold
5,290
– – 0.13% 122
2018
Q2 		$430K Hold
5,290
– – 0.13% 120
2018
Q1 		$399K Buy
5,290
+475
+10% +$36K 0.13% 121
2017
Q4 		$390K Buy
+4,815
New +$391K 0.13% 118

Other funds holding IYR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
PP
Paloma Partners Greenwich, Connecticut $510M AUM 286.05% 1-Year Est. Return

Abbrea Capital's IYR Position: Q2 2020 in Review

Abbrea Capital sold out of iShares US Real Estate ETF (IYR) in Q2 2020, closing a stake of 3,750 shares — an estimated $261K sold.

Abbrea Capital first reported a position in IYR in Q4 2017 and held it in 10 quarters. The position peaked at $430K in Q2 2018. 416 funds tracked by Wall St. Rank hold IYR as of Q2 2020.

  • Abbrea Capital reported no remaining iShares US Real Estate ETF position as of Q2 2020 after selling out during the quarter.
  • Abbrea Capital sold 3,750 iShares US Real Estate ETF shares in Q2 2020, an estimated $261K.
  • Abbrea Capital first reported a position in iShares US Real Estate ETF in Q4 2017 and held it in 10 quarters.
  • Abbrea Capital's iShares US Real Estate ETF position peaked at $430K in Q2 2018.
  • 416 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2020.

Based on Abbrea Capital's 13F filing for Q2 2020, filed 11 Aug 2020.