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Advantage Investment Management’s iShares US Real Estate ETF IYR Stock Holding History

Advantage Investment 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
2019
Q3 		$1K Hold
6
– – ﹤0.01% 890
2019
Q2 		$1K Hold
6
– – ﹤0.01% 905
2019
Q1 		$1K Sell
6
-28
-82% -$2.31K ﹤0.01% 895
2018
Q4 		$3K Sell
34
-4,368
-99% -$343K ﹤0.01% 854
2018
Q3 		$352K Buy
4,402
+4,306
+4,485% +$351K 0.23% 80
2018
Q2 		$8K Sell
96
-1
-1% -$77 0.01% 683
2018
Q1 		$7K Sell
97
-709
-88% -$53.8K ﹤0.01% 735
2017
Q4 		$65K Sell
806
-86,700
-99% -$7.04M 0.02% 358
2017
Q3 		$6.99M Buy
87,506
+87,203
+28,780% +$7M 2.28% 8
2017
Q2 		$24K Sell
303
-66
-18% -$5.25K 0.01% 526
2017
Q1 		$29K Sell
369
-1,240
-77% -$96.8K 0.01% 476
2016
Q4 		$124K Sell
1,609
-44,800
-97% -$3.4M 0.05% 193
2016
Q3 		$3.74M Buy
46,409
+40,895
+742% +$3.39M 1.37% 19
2016
Q2 		$454K Sell
5,514
-19,611
-78% -$1.54M 0.21% 89
2016
Q1 		$1.96M Buy
25,125
+581
+2% +$42.2K 0.84% 27
2015
Q4 		$1.84M Buy
24,544
+20,036
+444% +$1.5M 0.96% 30
2015
Q3 		$320K Buy
4,508
+4,495
+34,577% +$327K 0.18% 92
2015
Q2 		$1K Sell
13
-10,353
-100% -$785K ﹤0.01% 818
2015
Q1 		$822K Buy
10,366
+1,007
+11% +$80.6K 0.47% 52
2014
Q4 		$719K Buy
+9,359
New +$700K 0.54% 46

Other funds holding IYR

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Advantage Investment Management's IYR Position: Q3 2019 in Review

Advantage Investment Management held its iShares US Real Estate ETF (IYR) position steady in Q3 2019 at 6 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #890.

Advantage Investment Management first reported a position in IYR in Q4 2014 and has held it in 20 quarters since. The position peaked at $6.99M in Q3 2017. 446 funds tracked by Wall St. Rank hold IYR as of Q3 2019.

  • Advantage Investment Management held 6 shares of iShares US Real Estate ETF worth $1K as of Q3 2019.
  • Advantage Investment Management left its iShares US Real Estate ETF share count unchanged in Q3 2019.
  • iShares US Real Estate ETF made up ﹤0.01% of Advantage Investment Management's portfolio in Q3 2019, its #890 holding.
  • Advantage Investment Management first reported a position in iShares US Real Estate ETF in Q4 2014 and has held it in 20 quarters since.
  • Advantage Investment Management's iShares US Real Estate ETF position peaked at $6.99M in Q3 2017.
  • 446 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2019.

Based on Advantage Investment Management's 13F filing for Q3 2019, filed 8 Oct 2019.