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

Chapwood Capital Investment 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
2019 Q4	$1.73M	Buy	+18,614	New	+$1.73M	1.74%	17

Other funds holding IYR

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LMIM

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

Chapwood Capital Investment Management's IYR Position: Q4 2019 in Review

Chapwood Capital Investment Management opened a new position in iShares US Real Estate ETF (IYR) in Q4 2019: 18,614 shares worth $1.73M. The stake represents 1.74% of the portfolio and ranks #17 among its holdings.

498 funds tracked by Wall St. Rank hold IYR as of Q4 2019.

Chapwood Capital Investment Management held 18,614 shares of iShares US Real Estate ETF worth $1.73M as of Q4 2019.
iShares US Real Estate ETF was a new Chapwood Capital Investment Management position in Q4 2019.
iShares US Real Estate ETF made up 1.74% of Chapwood Capital Investment Management's portfolio in Q4 2019, its #17 holding.
498 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q4 2019.

Based on Chapwood Capital Investment Management's 13F filing for Q4 2019, filed 21 Jan 2020.