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

FDx 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
Q3 		– Sell
-3,182
Closed -$278K – 723
2019
Q2 		$278K Sell
3,182
-1,278
-29% -$112K 0.01% 663
2019
Q1 		$388K Buy
+4,460
New +$369K 0.02% 519
2018
Q4 		– Sell
-3,408
Closed -$273K – 689
2018
Q3 		$273K Sell
3,408
-432
-11% -$35.2K 0.01% 728
2018
Q2 		$309K Buy
3,840
+35
+0.9% +$2.7K 0.01% 715
2018
Q1 		$287K Buy
3,805
+719
+23% +$54.6K 0.01% 982
2017
Q4 		$250K Sell
3,086
-3,314
-52% -$269K 0.01% 1110
2017
Q3 		$511K Buy
6,400
+2,736
+75% +$220K 0.01% 796
2017
Q2 		$292K Buy
3,664
+797
+28% +$63.4K 0.01% 994
2017
Q1 		$225K Buy
2,867
+198
+7% +$15.5K 0.01% 1079
2016
Q4 		$205K Sell
2,669
-26,168
-91% -$1.99M 0.01% 1076
2016
Q3 		$2.33M Buy
28,837
+8,713
+43% +$721K 0.1% 176
2016
Q2 		$1.66M Buy
+20,124
New +$1.58M 0.08% 237
2015
Q3 		– Sell
-5,123
Closed -$368K – 817
2015
Q2 		$368K Buy
+5,123
New +$388K 0.02% 672
2015
Q1 		– Sell
-4,599
Closed -$353K – 1906
2014
Q4 		$353K Sell
4,599
-527
-10% -$39.4K 0.02% 669
2014
Q3 		$355K Sell
5,126
-161
-3% -$11.7K 0.02% 721
2014
Q2 		$380K Buy
+5,287
New +$372K 0.02% 694

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

FDx Advisors's IYR Position: Q3 2019 in Review

FDx Advisors sold out of iShares US Real Estate ETF (IYR) in Q3 2019, closing a stake of 3,182 shares — an estimated $278K sold.

FDx Advisors first reported a position in IYR in Q2 2014 and held it in 16 quarters. The position peaked at $2.33M in Q3 2016. 446 funds tracked by Wall St. Rank hold IYR as of Q3 2019.

  • FDx Advisors reported no remaining iShares US Real Estate ETF position as of Q3 2019 after selling out during the quarter.
  • FDx Advisors sold 3,182 iShares US Real Estate ETF shares in Q3 2019, an estimated $278K.
  • FDx Advisors first reported a position in iShares US Real Estate ETF in Q2 2014 and held it in 16 quarters.
  • FDx Advisors's iShares US Real Estate ETF position peaked at $2.33M in Q3 2016.
  • 446 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2019.

Based on FDx Advisors's 13F filing for Q3 2019, filed 7 Nov 2019.