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Brookmont Capital Management’s iShares US Real Estate ETF IYR Stock Holding History

Brookmont Capital 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
2020
Q1 		– Sell
-4,174
Closed -$389K – 64
2019
Q4 		$389K Buy
4,174
+237
+6% +$22K 0.23% 57
2019
Q3 		$368K Buy
+3,937
New +$359K 0.21% 61
2015
Q3 		– Sell
-132,890
Closed -$9.48M – 58
2015
Q2 		$9.48M Buy
132,890
+11,745
+10% +$891K 2.4% 21
2015
Q1 		$9.61M Buy
121,145
+14,051
+13% +$1.12M 2.41% 20
2014
Q4 		$8.23M Sell
107,094
-30,131
-22% -$2.25M 2.38% 22
2014
Q3 		$9.5M Sell
137,225
-6,826
-5% -$494K 2.43% 21
2014
Q2 		$10.3M Buy
144,051
+16,123
+13% +$1.14M 2.49% 23
2014
Q1 		$8.66M Buy
127,928
+3,175
+3% +$211K 2.38% 30
2013
Q4 		$7.87M Buy
124,753
+14,831
+13% +$955K 2.17% 31
2013
Q3 		$7.01M Buy
109,922
+23,900
+28% +$1.56M 2.28% 35
2013
Q2 		$5.71M Buy
+86,022
New +$6.08M 2.37% 34

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

Brookmont Capital Management's IYR Position: Q1 2020 in Review

Brookmont Capital Management sold out of iShares US Real Estate ETF (IYR) in Q1 2020, closing a stake of 4,174 shares — an estimated $389K sold.

Brookmont Capital Management first reported a position in IYR in Q2 2013 and held it in 11 quarters. The position peaked at $10.3M in Q2 2014. 447 funds tracked by Wall St. Rank hold IYR as of Q1 2020.

  • Brookmont Capital Management reported no remaining iShares US Real Estate ETF position as of Q1 2020 after selling out during the quarter.
  • Brookmont Capital Management sold 4,174 iShares US Real Estate ETF shares in Q1 2020, an estimated $389K.
  • Brookmont Capital Management first reported a position in iShares US Real Estate ETF in Q2 2013 and held it in 11 quarters.
  • Brookmont Capital Management's iShares US Real Estate ETF position peaked at $10.3M in Q2 2014.
  • 447 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2020.

Based on Brookmont Capital Management's 13F filing for Q1 2020, filed 28 Apr 2020.