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Acorn Wealth Advisors’s iShares US Real Estate ETF IYR Stock Holding History

Acorn Wealth Advisors’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
2018
Q2 		– Sell
-96
Closed -$7K – 663
2018
Q1 		$7K Hold
96
– – 0.01% 570
2017
Q4 		$8K Buy
+96
New +$7.79K 0.01% 531

Other funds holding IYR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 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
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

Acorn Wealth Advisors's IYR Position: Q2 2018 in Review

Acorn Wealth Advisors sold out of iShares US Real Estate ETF (IYR) in Q2 2018, closing a stake of 96 shares — an estimated $7K sold.

Acorn Wealth Advisors first reported a position in IYR in Q4 2017 and held it in 2 quarters. The position peaked at $8K in Q4 2017. 383 funds tracked by Wall St. Rank hold IYR as of Q2 2018.

  • Acorn Wealth Advisors reported no remaining iShares US Real Estate ETF position as of Q2 2018 after selling out during the quarter.
  • Acorn Wealth Advisors sold 96 iShares US Real Estate ETF shares in Q2 2018, an estimated $7K.
  • Acorn Wealth Advisors first reported a position in iShares US Real Estate ETF in Q4 2017 and held it in 2 quarters.
  • Acorn Wealth Advisors's iShares US Real Estate ETF position peaked at $8K in Q4 2017.
  • 383 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2018.

Based on Acorn Wealth Advisors's 13F filing for Q2 2018, filed 10 Aug 2018.