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Farr Miller & Washington’s iShares US Real Estate ETF IYR Stock Holding History

Farr Miller & Washington’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
2017
Q1 		– Sell
-5,160
Closed -$397K – 151
2016
Q4 		$397K Buy
5,160
+67
+1% +$5.09K 0.04% 95
2016
Q3 		$410K Buy
5,093
+492
+11% +$40.7K 0.04% 92
2016
Q2 		$379K Sell
4,601
-163
-3% -$12.8K 0.04% 96
2016
Q1 		$371K Buy
4,764
+1,204
+34% +$87.4K 0.04% 91
2015
Q4 		$267K Sell
3,560
-47
-1% -$3.51K 0.03% 110
2015
Q3 		$256K Buy
3,607
+215
+6% +$15.7K 0.03% 107
2015
Q2 		$242K Buy
+3,392
New +$257K 0.03% 124

Other funds holding IYR

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Farr Miller & Washington's IYR Position: Q1 2017 in Review

Farr Miller & Washington sold out of iShares US Real Estate ETF (IYR) in Q1 2017, closing a stake of 5,160 shares — an estimated $397K sold.

Farr Miller & Washington first reported a position in IYR in Q2 2015 and held it in 7 quarters. The position peaked at $410K in Q3 2016. 341 funds tracked by Wall St. Rank hold IYR as of Q1 2017.

  • Farr Miller & Washington reported no remaining iShares US Real Estate ETF position as of Q1 2017 after selling out during the quarter.
  • Farr Miller & Washington sold 5,160 iShares US Real Estate ETF shares in Q1 2017, an estimated $397K.
  • Farr Miller & Washington first reported a position in iShares US Real Estate ETF in Q2 2015 and held it in 7 quarters.
  • Farr Miller & Washington's iShares US Real Estate ETF position peaked at $410K in Q3 2016.
  • 341 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2017.

Based on Farr Miller & Washington's 13F filing for Q1 2017, filed 12 May 2017.