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Harel Insurance Investments & Financial Services’s iShares US Real Estate ETF IYR Stock Holding History

Harel Insurance Investments & Financial Services’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
2018
Q1 		– Sell
-172
Closed -$14K – 472
2017
Q4 		$14K Hold
172
– – ﹤0.01% 416
2017
Q3 		$14K Buy
+172
New +$13.8K ﹤0.01% 370
2017
Q2 		– Sell
-172
Closed -$14K – 429
2017
Q1 		$14K Buy
+172
New +$13.4K ﹤0.01% 362
2016
Q4 		– Hold
0
– – – 285
2016
Q3 		– Hold
0
– – – 365
2016
Q2 		– Hold
0
– – – 518
2016
Q1 		– Hold
0
– – – 328

Other funds holding IYR

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Harel Insurance Investments & Financial Services's IYR Position: Q1 2018 in Review

Harel Insurance Investments & Financial Services sold out of iShares US Real Estate ETF (IYR) in Q1 2018, closing a stake of 172 shares — an estimated $14K sold.

Harel Insurance Investments & Financial Services first reported a position in IYR in Q1 2017 and held it in 3 quarters. The position peaked at $14K in Q4 2017. 362 funds tracked by Wall St. Rank hold IYR as of Q1 2018.

  • Harel Insurance Investments & Financial Services reported no remaining iShares US Real Estate ETF position as of Q1 2018 after selling out during the quarter.
  • Harel Insurance Investments & Financial Services sold 172 iShares US Real Estate ETF shares in Q1 2018, an estimated $14K.
  • Harel Insurance Investments & Financial Services first reported a position in iShares US Real Estate ETF in Q1 2017 and held it in 3 quarters.
  • Harel Insurance Investments & Financial Services's iShares US Real Estate ETF position peaked at $14K in Q4 2017.
  • 362 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2018.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q1 2018, filed 30 Apr 2018.