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BOK Financial’s iShares US Real Estate ETF IYR Stock Holding History

BOK Financial’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
Q1 		– Sell
-2,663
Closed -$248K – 877
2019
Q4 		$248K Sell
2,663
-53
-2% -$4.91K 0.01% 841
2019
Q3 		$255K Hold
2,716
– – 0.01% 812
2019
Q2 		$237K Sell
2,716
-40
-1% -$3.5K 0.01% 829
2019
Q1 		$240K Sell
2,756
-130
-5% -$10.8K 0.01% 827
2018
Q4 		$216K Sell
2,886
-937
-25% -$73.6K 0.01% 811
2018
Q3 		$306K Sell
3,823
-350
-8% -$28.5K 0.01% 787
2018
Q2 		$337K Hold
4,173
– – 0.01% 774
2018
Q1 		$314K Buy
4,173
+1,300
+45% +$98.6K 0.01% 760
2017
Q4 		$233K Buy
2,873
+937
+48% +$76.1K 0.01% 834
2017
Q3 		$155K Buy
+1,936
New +$155K ﹤0.01% 901
2016
Q4 		– Sell
-2,598
Closed -$210K – 898
2016
Q3 		$210K Sell
2,598
-1,266
-33% -$105K 0.01% 832
2016
Q2 		$318K Buy
3,864
+1,206
+45% +$94.5K 0.01% 703
2016
Q1 		$207K Buy
+2,658
New +$193K 0.01% 772

Other funds holding IYR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
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
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

BOK Financial's IYR Position: Q1 2020 in Review

BOK Financial sold out of iShares US Real Estate ETF (IYR) in Q1 2020, closing a stake of 2,663 shares — an estimated $248K sold.

BOK Financial first reported a position in IYR in Q1 2016 and held it in 13 quarters. The position peaked at $337K in Q2 2018. 447 funds tracked by Wall St. Rank hold IYR as of Q1 2020.

  • BOK Financial reported no remaining iShares US Real Estate ETF position as of Q1 2020 after selling out during the quarter.
  • BOK Financial sold 2,663 iShares US Real Estate ETF shares in Q1 2020, an estimated $248K.
  • BOK Financial first reported a position in iShares US Real Estate ETF in Q1 2016 and held it in 13 quarters.
  • BOK Financial's iShares US Real Estate ETF position peaked at $337K in Q2 2018.
  • 447 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2020.

Based on BOK Financial's 13F filing for Q1 2020, filed 13 May 2020.