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Advisor Group’s iShares US Real Estate ETF IYR Stock Holding History

Advisor Group’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
Q4 		$6.62M Sell
71,103
-82,181
-54% -$7.62M 0.05% 331
2019
Q3 		$14.3M Sell
153,284
-4,862
-3% -$443K 0.11% 182
2019
Q2 		$13.8M Buy
158,146
+51,176
+48% +$4.48M 0.11% 173
2019
Q1 		$9.31M Buy
106,970
+75,781
+243% +$6.27M 0.08% 221
2018
Q4 		$2.34M Sell
31,189
-29,335
-48% -$2.31M 0.02% 576
2018
Q3 		$4.84M Buy
60,524
+34,250
+130% +$2.79M 0.05% 335
2018
Q2 		$2.12M Sell
26,274
-4,251
-14% -$328K 0.03% 531
2018
Q1 		$2.31M Sell
30,525
-2,587
-8% -$196K 0.03% 503
2017
Q4 		$2.68M Sell
33,112
-56,722
-63% -$4.6M 0.04% 455
2017
Q3 		$7.17M Buy
89,834
+51,860
+137% +$4.17M 0.11% 171
2017
Q2 		$3.03M Buy
37,974
+5,701
+18% +$453K 0.05% 348
2017
Q1 		$2.53M Sell
32,273
-4,339
-12% -$339K 0.05% 379
2016
Q4 		$2.82M Sell
36,612
-29,265
-44% -$2.22M 0.06% 321
2016
Q3 		$5.31M Buy
65,877
+9,957
+18% +$824K 0.13% 180
2016
Q2 		$4.6M Buy
+55,920
New +$4.38M 0.12% 192

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
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return

Advisor Group's IYR Position: Q4 2019 in Review

Advisor Group reduced its iShares US Real Estate ETF (IYR) stake by 54% in Q4 2019, selling an estimated $7.62M and leaving 71,103 shares worth $6.62M. The position accounts for 0.05% of the portfolio, ranked #331.

Advisor Group first reported a position in IYR in Q2 2016 and has held it in 15 quarters since. The position peaked at $14.3M in Q3 2019. 498 funds tracked by Wall St. Rank hold IYR as of Q4 2019.

  • Advisor Group held 71,103 shares of iShares US Real Estate ETF worth $6.62M as of Q4 2019.
  • Advisor Group sold 82,181 iShares US Real Estate ETF shares in Q4 2019, an estimated $7.62M.
  • iShares US Real Estate ETF made up 0.05% of Advisor Group's portfolio in Q4 2019, its #331 holding.
  • Advisor Group first reported a position in iShares US Real Estate ETF in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's iShares US Real Estate ETF position peaked at $14.3M in Q3 2019.
  • 498 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.