Advocacy Wealth Management Services’s iShares US Real Estate ETF IYR Stock Holding History

Advocacy Wealth Management Services’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 Q1	–	Sell	-104	Closed	-$8K	–	157
2018 Q4	$8K	Hold	104	–	–	0.01%	128
2018 Q3	$8K	Hold	104	–	–	﹤0.01%	141
2018 Q2	$8K	Hold	104	–	–	0.01%	141
2018 Q1	$8K	Hold	104	–	–	0.01%	160
2017 Q4	$8K	Sell	104 -67	-39%	-$5.44K	0.01%	174
2017 Q3	$14K	Sell	171 -87,042	-100%	-$6.99M	0.01%	160
2017 Q2	$6.96M	Sell	87,213 -20,710	-19%	-$1.65M	2.49%	16
2017 Q1	$8.47M	Sell	107,923 -11,197	-9%	-$874K	2.95%	16
2016 Q4	$9.16M	Buy	119,120 +11,051	+10%	+$840K	2.75%	14
2016 Q3	$8.71M	Buy	108,069 +30,215	+39%	+$2.5M	3.38%	15
2016 Q2	$6.41M	Buy	77,854 +28,834	+59%	+$2.26M	3.24%	13
2016 Q1	$3.82M	Buy	49,020 +33,270	+211%	+$2.41M	2.65%	12
2015 Q4	$1.18M	Buy	+15,750	New	+$1.18M	1.34%	17

Other funds holding IYR

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TIAAOA

Teachers Insurance & Annuity Association of America New York $79.7M AUM 12.35% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Advocacy Wealth Management Services's IYR Position: Q1 2019 in Review

Advocacy Wealth Management Services sold out of iShares US Real Estate ETF (IYR) in Q1 2019, closing a stake of 104 shares — an estimated $8K sold.

Advocacy Wealth Management Services first reported a position in IYR in Q4 2015 and held it in 13 quarters. The position peaked at $9.16M in Q4 2016. 448 funds tracked by Wall St. Rank hold IYR as of Q1 2019.

Advocacy Wealth Management Services reported no remaining iShares US Real Estate ETF position as of Q1 2019 after selling out during the quarter.
Advocacy Wealth Management Services sold 104 iShares US Real Estate ETF shares in Q1 2019, an estimated $8K.
Advocacy Wealth Management Services first reported a position in iShares US Real Estate ETF in Q4 2015 and held it in 13 quarters.
Advocacy Wealth Management Services's iShares US Real Estate ETF position peaked at $9.16M in Q4 2016.
448 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2019.

Based on Advocacy Wealth Management Services's 13F filing for Q1 2019, filed 2 Apr 2019.