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

Financial Sense 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
Q4 		– Sell
-10,495
Closed -$982K – 89
2019
Q3 		$982K Sell
10,495
-72
-0.7% -$6.56K 0.48% 31
2019
Q2 		$923K Sell
10,567
-631
-6% -$55.2K 0.41% 32
2019
Q1 		$975K Sell
11,198
-1,862
-14% -$154K 0.43% 29
2018
Q4 		$979K Sell
13,060
-3,679
-22% -$289K 0.62% 23
2018
Q3 		$1.34M Buy
16,739
+340
+2% +$27.7K 0.57% 30
2018
Q2 		$1.32M Buy
16,399
+1,110
+7% +$85.5K 0.92% 23
2018
Q1 		$1.15M Sell
15,289
-1,226
-7% -$93K 0.56% 31
2017
Q4 		$1.34M Buy
16,515
+1,829
+12% +$148K 0.62% 28
2017
Q3 		$1.17M Buy
14,686
+67
+0.5% +$5.38K 0.6% 31
2017
Q2 		$1.17M Buy
14,619
+1,674
+13% +$133K 0.61% 32
2017
Q1 		$1.02M Buy
12,945
+6,604
+104% +$515K 0.61% 33
2016
Q4 		$488K Buy
6,341
+441
+7% +$33.5K 0.31% 48
2016
Q3 		$476K Sell
5,900
-255
-4% -$21.1K 0.31% 47
2016
Q2 		$507K Buy
6,155
+1,855
+43% +$145K 0.28% 50
2016
Q1 		$335K Buy
+4,300
New +$312K 0.19% 53

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
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return

Financial Sense Advisors's IYR Position: Q4 2019 in Review

Financial Sense Advisors sold out of iShares US Real Estate ETF (IYR) in Q4 2019, closing a stake of 10,495 shares — an estimated $982K sold.

Financial Sense Advisors first reported a position in IYR in Q1 2016 and held it in 15 quarters. The position peaked at $1.34M in Q3 2018. 498 funds tracked by Wall St. Rank hold IYR as of Q4 2019.

  • Financial Sense Advisors reported no remaining iShares US Real Estate ETF position as of Q4 2019 after selling out during the quarter.
  • Financial Sense Advisors sold 10,495 iShares US Real Estate ETF shares in Q4 2019, an estimated $982K.
  • Financial Sense Advisors first reported a position in iShares US Real Estate ETF in Q1 2016 and held it in 15 quarters.
  • Financial Sense Advisors's iShares US Real Estate ETF position peaked at $1.34M in Q3 2018.
  • 498 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q4 2019.

Based on Financial Sense Advisors's 13F filing for Q4 2019, filed 23 Jan 2020.