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

Bison Wealth’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
2020 Q4	–	Sell	-300	Closed	-$24K	–	414
2020 Q3	$24K	Hold	300	–	–	0.01%	281
2020 Q2	$24K	Hold	300	–	–	0.02%	280
2020 Q1	$21K	Hold	300	–	–	0.02%	272
2019 Q4	$28K	Buy	+300	New	+$27.8K	0.01%	317

Other funds holding IYR

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

CWM

CIBC World Markets New York $20.8B AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

LMIM

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

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Bison Wealth's IYR Position: Q4 2020 in Review

Bison Wealth sold out of iShares US Real Estate ETF (IYR) in Q4 2020, closing a stake of 300 shares — an estimated $24K sold.

Bison Wealth first reported a position in IYR in Q4 2019 and held it in 4 quarters. The position peaked at $28K in Q4 2019. 430 funds tracked by Wall St. Rank hold IYR as of Q4 2020.

Bison Wealth reported no remaining iShares US Real Estate ETF position as of Q4 2020 after selling out during the quarter.
Bison Wealth sold 300 iShares US Real Estate ETF shares in Q4 2020, an estimated $24K.
Bison Wealth first reported a position in iShares US Real Estate ETF in Q4 2019 and held it in 4 quarters.
Bison Wealth's iShares US Real Estate ETF position peaked at $28K in Q4 2019.
430 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q4 2020.

Based on Bison Wealth's 13F filing for Q4 2020, filed 11 Feb 2021.