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Asset Planning Services (Pennsylvania)’s iShares US Real Estate ETF IYR Stock Holding History

Asset Planning Services (Pennsylvania)’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 		– Sell
-798
Closed -$75K – 173
2019
Q3 		$75K Buy
798
+6
+0.8% +$546 0.03% 111
2019
Q2 		$69K Sell
792
-51
-6% -$4.46K 0.03% 112
2019
Q1 		$73K Buy
843
+6
+0.7% +$496 0.03% 109
2018
Q4 		$63K Buy
837
+5
+0.6% +$393 0.03% 110
2018
Q3 		$67K Sell
832
-38
-4% -$3.1K 0.03% 111
2018
Q2 		$70K Hold
870
– – 0.03% 110
2018
Q1 		$66K Buy
870
+7
+0.8% +$531 0.03% 113
2017
Q4 		$70K Sell
863
-665
-44% -$54K 0.04% 117
2017
Q3 		$122K Buy
1,528
+345
+29% +$27.7K 0.07% 93
2017
Q2 		$94K Buy
1,183
+344
+41% +$27.4K 0.06% 107
2017
Q1 		$66K Buy
839
+8
+1% +$624 0.04% 129
2016
Q4 		$64K Buy
831
+78
+10% +$5.93K 0.05% 114
2016
Q3 		$61K Buy
753
+6
+0.8% +$497 0.05% 115
2016
Q2 		$62K Buy
747
+7
+0.9% +$549 0.05% 126
2016
Q1 		$58K Buy
740
+9
+1% +$653 0.05% 129
2015
Q4 		$55K Buy
731
+15
+2% +$1.12K 0.05% 101
2015
Q3 		$51K Sell
716
-312
-30% -$22.7K 0.05% 97
2015
Q2 		$73K Buy
+1,028
New +$78K 0.07% 91

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

Asset Planning Services (Pennsylvania)'s IYR Position: Q4 2019 in Review

Asset Planning Services (Pennsylvania) sold out of iShares US Real Estate ETF (IYR) in Q4 2019, closing a stake of 798 shares — an estimated $75K sold.

Asset Planning Services (Pennsylvania) first reported a position in IYR in Q2 2015 and held it in 18 quarters. The position peaked at $122K in Q3 2017. 498 funds tracked by Wall St. Rank hold IYR as of Q4 2019.

  • Asset Planning Services (Pennsylvania) reported no remaining iShares US Real Estate ETF position as of Q4 2019 after selling out during the quarter.
  • Asset Planning Services (Pennsylvania) sold 798 iShares US Real Estate ETF shares in Q4 2019, an estimated $75K.
  • Asset Planning Services (Pennsylvania) first reported a position in iShares US Real Estate ETF in Q2 2015 and held it in 18 quarters.
  • Asset Planning Services (Pennsylvania)'s iShares US Real Estate ETF position peaked at $122K in Q3 2017.
  • 498 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q4 2019.

Based on Asset Planning Services (Pennsylvania)'s 13F filing for Q4 2019, filed 12 Feb 2020.