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Great Lakes Retirement’s iShares US Real Estate ETF IYR Stock Holding History

Great Lakes Retirement’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
Q1 		$425K Sell
6,053
-300
-5% -$26.6K 0.19% 79
2019
Q4 		$592K Buy
+6,353
New +$589K 0.18% 109

Other funds holding IYR

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Great Lakes Retirement's IYR Position: Q1 2020 in Review

Great Lakes Retirement reduced its iShares US Real Estate ETF (IYR) stake by 4.7% in Q1 2020, selling an estimated $26.6K and leaving 6,053 shares worth $425K. The position accounts for 0.19% of the portfolio, ranked #79.

Great Lakes Retirement first reported a position in IYR in Q4 2019 and has held it in 2 quarters since. The position peaked at $592K in Q4 2019. 447 funds tracked by Wall St. Rank hold IYR as of Q1 2020.

  • Great Lakes Retirement held 6,053 shares of iShares US Real Estate ETF worth $425K as of Q1 2020.
  • Great Lakes Retirement sold 300 iShares US Real Estate ETF shares in Q1 2020, an estimated $26.6K.
  • iShares US Real Estate ETF made up 0.19% of Great Lakes Retirement's portfolio in Q1 2020, its #79 holding.
  • Great Lakes Retirement first reported a position in iShares US Real Estate ETF in Q4 2019 and has held it in 2 quarters since.
  • Great Lakes Retirement's iShares US Real Estate ETF position peaked at $592K in Q4 2019.
  • 447 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2020.

Based on Great Lakes Retirement's 13F filing for Q1 2020, filed 4 Jun 2020.