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

Aris Wealth 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
2015
Q3 		– Sell
-1,922
Closed -$137K – 441
2015
Q2 		$137K Sell
1,922
-10
-0.5% -$758 0.13% 122
2015
Q1 		$153K Buy
+1,932
New +$155K 0.14% 114

Other funds holding IYR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Aris Wealth Services's IYR Position: Q3 2015 in Review

Aris Wealth Services sold out of iShares US Real Estate ETF (IYR) in Q3 2015, closing a stake of 1,922 shares — an estimated $137K sold.

Aris Wealth Services first reported a position in IYR in Q1 2015 and held it in 2 quarters. The position peaked at $153K in Q1 2015. 305 funds tracked by Wall St. Rank hold IYR as of Q3 2015.

  • Aris Wealth Services reported no remaining iShares US Real Estate ETF position as of Q3 2015 after selling out during the quarter.
  • Aris Wealth Services sold 1,922 iShares US Real Estate ETF shares in Q3 2015, an estimated $137K.
  • Aris Wealth Services first reported a position in iShares US Real Estate ETF in Q1 2015 and held it in 2 quarters.
  • Aris Wealth Services's iShares US Real Estate ETF position peaked at $153K in Q1 2015.
  • 305 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.