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

Capital Wealth Planning’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 Q2	–	Sell	-5,279	Closed	-$367K	–	151
2020 Q1	$367K	Buy	5,279 +352	+7%	+$31.2K	0.02%	149
2019 Q4	$459K	Buy	4,927 +25	+0.5%	+$2.32K	0.03%	126
2019 Q3	$466K	Buy	4,902 +1,300	+36%	+$118K	0.03%	142
2019 Q2	$314K	Buy	+3,602	New	+$315K	0.02%	177
2015 Q3	–	Sell	-4,600	Closed	-$328K	–	113
2015 Q2	$328K	Sell	4,600 -160	-3%	-$12.1K	0.2%	76
2015 Q1	$378K	Hold	4,760	–	–	0.2%	77
2014 Q4	$366K	Hold	4,760	–	–	0.17%	80
2014 Q3	$329K	Hold	4,760	–	–	0.13%	90
2014 Q2	$342K	Hold	4,760	–	–	0.13%	91
2014 Q1	$322K	Buy	+4,760	New	+$316K	0.14%	92
2013 Q4	–	Sell	-4,760	Closed	-$304K	–	97
2013 Q3	$304K	Buy	+4,760	New	+$311K	0.14%	106

Other funds holding IYR

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

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

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

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

LMIM

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

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

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Paloma Partners Greenwich, Connecticut $510M AUM 286.05% 1-Year Est. Return

Capital Wealth Planning's IYR Position: Q2 2020 in Review

Capital Wealth Planning sold out of iShares US Real Estate ETF (IYR) in Q2 2020, closing a stake of 5,279 shares — an estimated $367K sold.

Capital Wealth Planning first reported a position in IYR in Q3 2013 and held it in 11 quarters. The position peaked at $466K in Q3 2019. 416 funds tracked by Wall St. Rank hold IYR as of Q2 2020.

Capital Wealth Planning reported no remaining iShares US Real Estate ETF position as of Q2 2020 after selling out during the quarter.
Capital Wealth Planning sold 5,279 iShares US Real Estate ETF shares in Q2 2020, an estimated $367K.
Capital Wealth Planning first reported a position in iShares US Real Estate ETF in Q3 2013 and held it in 11 quarters.
Capital Wealth Planning's iShares US Real Estate ETF position peaked at $466K in Q3 2019.
416 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2020.

Based on Capital Wealth Planning's 13F filing for Q2 2020, filed 14 Aug 2020.