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Clarus Wealth Advisors’s iShares US Real Estate ETF IYR Stock Holding History

Clarus Wealth Advisors’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 		– Sell
-2,825
Closed -$264K – 154
2019
Q3 		$264K Sell
2,825
-134
-5% -$12.2K 0.19% 111
2019
Q2 		$258K Sell
2,959
-240
-8% -$21K 0.19% 84
2019
Q1 		$278K Buy
3,199
+2,914
+1,022% +$241K 0.21% 66
2018
Q4 		$21K Buy
285
+85
+43% +$6.68K 0.03% 396
2018
Q3 		$16K Buy
200
+138
+223% +$11.3K 0.01% 471
2018
Q2 		$5K Buy
+62
New +$4.78K ﹤0.01% 619

Other funds holding IYR

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
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
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return

Clarus Wealth Advisors's IYR Position: Q4 2019 in Review

Clarus Wealth Advisors sold out of iShares US Real Estate ETF (IYR) in Q4 2019, closing a stake of 2,825 shares — an estimated $264K sold.

Clarus Wealth Advisors first reported a position in IYR in Q2 2018 and held it in 6 quarters. The position peaked at $278K in Q1 2019. 498 funds tracked by Wall St. Rank hold IYR as of Q4 2019.

  • Clarus Wealth Advisors reported no remaining iShares US Real Estate ETF position as of Q4 2019 after selling out during the quarter.
  • Clarus Wealth Advisors sold 2,825 iShares US Real Estate ETF shares in Q4 2019, an estimated $264K.
  • Clarus Wealth Advisors first reported a position in iShares US Real Estate ETF in Q2 2018 and held it in 6 quarters.
  • Clarus Wealth Advisors's iShares US Real Estate ETF position peaked at $278K in Q1 2019.
  • 498 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q4 2019.

Based on Clarus Wealth Advisors's 13F filing for Q4 2019, filed 10 Jan 2020.