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Evensky & Katz’s iShares US Real Estate ETF IYR Stock Holding History

Evensky & Katz’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
-612
Closed -$43K – 92
2020
Q1 		$43K Hold
612
– – 0.01% 85
2019
Q4 		$56K Sell
612
-866
-59% -$80.3K 0.01% 82
2019
Q3 		$138K Sell
1,478
-37
-2% -$3.37K 0.02% 85
2019
Q2 		$132K Sell
1,515
-163
-10% -$14.3K 0.02% 82
2019
Q1 		$146K Buy
+1,678
New +$139K 0.02% 84

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
BNP Paribas Financial Markets
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
PP
Paloma Partners Greenwich, Connecticut $510M AUM 286.05% 1-Year Est. Return

Evensky & Katz's IYR Position: Q2 2020 in Review

Evensky & Katz sold out of iShares US Real Estate ETF (IYR) in Q2 2020, closing a stake of 612 shares — an estimated $43K sold.

Evensky & Katz first reported a position in IYR in Q1 2019 and held it in 5 quarters. The position peaked at $146K in Q1 2019. 416 funds tracked by Wall St. Rank hold IYR as of Q2 2020.

  • Evensky & Katz reported no remaining iShares US Real Estate ETF position as of Q2 2020 after selling out during the quarter.
  • Evensky & Katz sold 612 iShares US Real Estate ETF shares in Q2 2020, an estimated $43K.
  • Evensky & Katz first reported a position in iShares US Real Estate ETF in Q1 2019 and held it in 5 quarters.
  • Evensky & Katz's iShares US Real Estate ETF position peaked at $146K in Q1 2019.
  • 416 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2020.

Based on Evensky & Katz's 13F filing for Q2 2020, filed 5 Aug 2020.