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

Genesis Wealth 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
2015
Q2 		$152K Hold
2,125
– – 0.12% 80
2015
Q1 		$169K Hold
2,125
– – 0.14% 73
2014
Q4 		$168K Buy
+2,125
New +$159K 0.13% 80

Other funds holding IYR

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
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Genesis Wealth Advisors's IYR Position: Q2 2015 in Review

Genesis Wealth Advisors held its iShares US Real Estate ETF (IYR) position steady in Q2 2015 at 2,125 shares worth $152K. The position accounts for 0.12% of the portfolio, ranked #80.

Genesis Wealth Advisors first reported a position in IYR in Q4 2014 and has held it in 3 quarters since. The position peaked at $169K in Q1 2015. 314 funds tracked by Wall St. Rank hold IYR as of Q2 2015.

  • Genesis Wealth Advisors held 2,125 shares of iShares US Real Estate ETF worth $152K as of Q2 2015.
  • Genesis Wealth Advisors left its iShares US Real Estate ETF share count unchanged in Q2 2015.
  • iShares US Real Estate ETF made up 0.12% of Genesis Wealth Advisors's portfolio in Q2 2015, its #80 holding.
  • Genesis Wealth Advisors first reported a position in iShares US Real Estate ETF in Q4 2014 and has held it in 3 quarters since.
  • Genesis Wealth Advisors's iShares US Real Estate ETF position peaked at $169K in Q1 2015.
  • 314 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2015.

Based on Genesis Wealth Advisors's 13F filing for Q2 2015, filed 24 Aug 2015.