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

Evoke Wealth’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	-26	Closed	-$2.52K	–	1357
2019 Q3	$2.52K	Buy	+26	New	+$2.37K	﹤0.01%	1160

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

Evoke Wealth's IYR Position: Q4 2019 in Review

Evoke Wealth sold out of iShares US Real Estate ETF (IYR) in Q4 2019, closing a stake of 26 shares — an estimated $2.52K sold.

Evoke Wealth first reported a position in IYR in Q3 2019 and held it in 1 quarter. The position peaked at $2.52K in Q3 2019. 498 funds tracked by Wall St. Rank hold IYR as of Q4 2019.

Evoke Wealth reported no remaining iShares US Real Estate ETF position as of Q4 2019 after selling out during the quarter.
Evoke Wealth sold 26 iShares US Real Estate ETF shares in Q4 2019, an estimated $2.52K.
Evoke Wealth first reported a position in iShares US Real Estate ETF in Q3 2019 and held it in 1 quarter.
Evoke Wealth's iShares US Real Estate ETF position peaked at $2.52K in Q3 2019.
498 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q4 2019.

Based on Evoke Wealth's 13F filing for Q4 2019, filed 7 Feb 2020.