Howe & Rusling’s iShares US Real Estate ETF IYR Stock Holding History

Howe & Rusling’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
2017 Q3	–	Sell	-480	Closed	-$38K	–	924
2017 Q2	$38K	Hold	480	–	–	0.01%	298
2017 Q1	$38K	Sell	480 -185	-28%	-$14.4K	0.01%	292
2016 Q4	$51K	Sell	665 -115	-15%	-$8.74K	0.01%	265
2016 Q3	$63K	Buy	780 +300	+63%	+$24.8K	0.01%	238
2016 Q2	$40K	Hold	480	–	–	0.01%	258
2016 Q1	$37K	Hold	480	–	–	0.01%	310
2015 Q4	$36K	Hold	480	–	–	0.01%	306
2015 Q3	$34K	Hold	480	–	–	0.01%	315
2015 Q2	$34K	Hold	480	–	–	0.01%	338
2015 Q1	$38K	Hold	480	–	–	0.01%	314
2014 Q4	$37K	Hold	480	–	–	0.01%	310
2014 Q3	$33K	Hold	480	–	–	0.01%	328
2014 Q2	$34K	Buy	+480	New	+$33.8K	0.01%	336
2014 Q1	–	Sell	-480	Closed	-$30K	–	889
2013 Q4	$30K	Hold	480	–	–	0.01%	357
2013 Q3	$31K	Hold	480	–	–	0.01%	405
2013 Q2	$32K	Buy	+480	New	+$33.9K	0.01%	413

Other funds holding IYR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return

TIAAOA

Teachers Insurance & Annuity Association of America New York $79.7M AUM 12.35% 1-Year Est. Return

Howe & Rusling's IYR Position: Q3 2017 in Review

Howe & Rusling sold out of iShares US Real Estate ETF (IYR) in Q3 2017, closing a stake of 480 shares — an estimated $38K sold.

Howe & Rusling first reported a position in IYR in Q2 2013 and held it in 16 quarters. The position peaked at $63K in Q3 2016. 356 funds tracked by Wall St. Rank hold IYR as of Q3 2017.

Howe & Rusling reported no remaining iShares US Real Estate ETF position as of Q3 2017 after selling out during the quarter.
Howe & Rusling sold 480 iShares US Real Estate ETF shares in Q3 2017, an estimated $38K.
Howe & Rusling first reported a position in iShares US Real Estate ETF in Q2 2013 and held it in 16 quarters.
Howe & Rusling's iShares US Real Estate ETF position peaked at $63K in Q3 2016.
356 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2017.

Based on Howe & Rusling's 13F filing for Q3 2017, filed 18 Oct 2017.