Berkshire Money Management’s iShares US Real Estate ETF IYR Stock Holding History

Berkshire Money 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
2018 Q1	–	Sell	-72,586	Closed	-$5.88M	–	28
2017 Q4	$5.88M	Sell	72,586 -4,289	-6%	-$348K	1.47%	14
2017 Q3	$6.14M	Sell	76,875 -6,907	-8%	-$555K	1.6%	14
2017 Q2	$6.68M	Sell	83,782 -5,762	-6%	-$458K	1.88%	13
2017 Q1	$7.03M	Sell	89,544 -4,234	-5%	-$330K	2.11%	13
2016 Q4	$7.21M	Sell	93,778 -101,767	-52%	-$7.73M	2.14%	14
2016 Q3	$16.1M	Sell	195,545 -976	-0.5%	-$80.8K	4.96%	7
2016 Q2	$16.2M	Sell	196,521 -4,459	-2%	-$349K	5.56%	6
2016 Q1	$15.6M	Sell	200,980 -2,851	-1%	-$207K	4.76%	7
2015 Q4	$15.3M	Buy	+203,831	New	+$15.2M	4.66%	7

Other funds holding IYR

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

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

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

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Berkshire Money Management's IYR Position: Q1 2018 in Review

Berkshire Money Management sold out of iShares US Real Estate ETF (IYR) in Q1 2018, closing a stake of 72,586 shares — an estimated $5.88M sold.

Berkshire Money Management first reported a position in IYR in Q4 2015 and held it in 9 quarters. The position peaked at $16.2M in Q2 2016. 362 funds tracked by Wall St. Rank hold IYR as of Q1 2018.

Berkshire Money Management reported no remaining iShares US Real Estate ETF position as of Q1 2018 after selling out during the quarter.
Berkshire Money Management sold 72,586 iShares US Real Estate ETF shares in Q1 2018, an estimated $5.88M.
Berkshire Money Management first reported a position in iShares US Real Estate ETF in Q4 2015 and held it in 9 quarters.
Berkshire Money Management's iShares US Real Estate ETF position peaked at $16.2M in Q2 2016.
362 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2018.

Based on Berkshire Money Management's 13F filing for Q1 2018, filed 2 May 2018.