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

Braver Wealth 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
2016
Q4 		– Sell
-125,779
Closed -$10.1M – 154
2016
Q3 		$10.1M Sell
125,779
-76,140
-38% -$6.3M 1.7% 15
2016
Q2 		$16.6M Buy
+201,919
New +$15.8M 2.84% 9
2015
Q4 		– Sell
-77,299
Closed -$5.48M – 88
2015
Q3 		$5.48M Buy
+77,299
New +$5.63M 1.36% 17
2015
Q2 		– Sell
-119,755
Closed -$9.5M – 91
2015
Q1 		$9.5M Buy
119,755
+87,704
+274% +$7.02M 1.95% 15
2014
Q4 		$2.46M Buy
+32,051
New +$2.4M 0.5% 31

Other funds holding IYR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TIAAOA
Teachers Insurance & Annuity Association of America New York $79.7M AUM 12.35% 1-Year Est. Return

Braver Wealth Management's IYR Position: Q4 2016 in Review

Braver Wealth Management sold out of iShares US Real Estate ETF (IYR) in Q4 2016, closing a stake of 125,779 shares — an estimated $10.1M sold.

Braver Wealth Management first reported a position in IYR in Q4 2014 and held it in 5 quarters. The position peaked at $16.6M in Q2 2016. 364 funds tracked by Wall St. Rank hold IYR as of Q4 2016.

  • Braver Wealth Management reported no remaining iShares US Real Estate ETF position as of Q4 2016 after selling out during the quarter.
  • Braver Wealth Management sold 125,779 iShares US Real Estate ETF shares in Q4 2016, an estimated $10.1M.
  • Braver Wealth Management first reported a position in iShares US Real Estate ETF in Q4 2014 and held it in 5 quarters.
  • Braver Wealth Management's iShares US Real Estate ETF position peaked at $16.6M in Q2 2016.
  • 364 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q4 2016.

Based on Braver Wealth Management's 13F filing for Q4 2016, filed 14 Feb 2017.