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Financial Architects (New Jersey)’s iShares US Real Estate ETF IYR Stock Holding History

Financial Architects (New Jersey)’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
Q3 		– Sell
-275
Closed -$22K – 522
2020
Q2 		$22K Hold
275
– – 0.01% 535
2020
Q1 		$19K Hold
275
– – 0.01% 523
2019
Q4 		$26K Sell
275
-1,000
-78% -$92.7K 0.01% 531
2019
Q3 		$119K Hold
1,275
– – 0.03% 304
2019
Q2 		$111K Hold
1,275
– – 0.02% 352
2019
Q1 		$111K Hold
1,275
– – 0.02% 433
2018
Q4 		$96K Hold
1,275
– – 0.02% 411
2018
Q3 		$102K Hold
1,275
– – 0.02% 465
2018
Q2 		$103K Hold
1,275
– – 0.02% 398
2018
Q1 		$96K Hold
1,275
– – 0.02% 463
2017
Q4 		$103K Hold
1,275
– – 0.02% 483
2017
Q3 		$102K Hold
1,275
– – 0.02% 497
2017
Q2 		$102K Hold
1,275
– – 0.02% 484
2017
Q1 		$100K Sell
1,275
-600
-32% -$46.8K 0.02% 476
2016
Q4 		$144K Buy
1,875
+500
+36% +$38K 0.03% 311
2016
Q3 		$111K Sell
1,375
-275
-17% -$22.8K 0.03% 371
2016
Q2 		$136K Buy
1,650
+375
+29% +$29.4K 0.04% 317
2016
Q1 		$99K Buy
+1,275
New +$92.5K 0.04% 279
2015
Q3 		– Sell
-1,275
Closed -$91K – 569
2015
Q2 		$91K Buy
1,275
+1,000
+364% +$75.8K 0.03% 318
2015
Q1 		$22K Hold
275
– – 0.01% 555
2014
Q4 		$21K Hold
275
– – 0.01% 525
2014
Q3 		$19K Buy
+275
New +$19.9K 0.01% 484
2013
Q4 		– Sell
-1,250
Closed -$80K – 361
2013
Q3 		$80K Sell
1,250
-657
-34% -$42.9K 0.05% 206
2013
Q2 		$127K Buy
+1,907
New +$135K 0.09% 146

Other funds holding IYR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Financial Architects (New Jersey)'s IYR Position: Q3 2020 in Review

Financial Architects (New Jersey) sold out of iShares US Real Estate ETF (IYR) in Q3 2020, closing a stake of 275 shares — an estimated $22K sold.

Financial Architects (New Jersey) first reported a position in IYR in Q2 2013 and held it in 24 quarters. The position peaked at $144K in Q4 2016. 392 funds tracked by Wall St. Rank hold IYR as of Q3 2020.

  • Financial Architects (New Jersey) reported no remaining iShares US Real Estate ETF position as of Q3 2020 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 275 iShares US Real Estate ETF shares in Q3 2020, an estimated $22K.
  • Financial Architects (New Jersey) first reported a position in iShares US Real Estate ETF in Q2 2013 and held it in 24 quarters.
  • Financial Architects (New Jersey)'s iShares US Real Estate ETF position peaked at $144K in Q4 2016.
  • 392 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2020.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2020, filed 9 Nov 2020.