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

Independence 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
2020
Q3 		$5K Hold
63
– – ﹤0.01% 159
2020
Q2 		$5K Hold
63
– – ﹤0.01% 154
2020
Q1 		$4K Hold
63
– – ﹤0.01% 140
2019
Q4 		$6K Buy
+63
New +$5.84K ﹤0.01% 150

Other funds holding IYR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Independence Advisors's IYR Position: Q3 2020 in Review

Independence Advisors held its iShares US Real Estate ETF (IYR) position steady in Q3 2020 at 63 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #159.

Independence Advisors first reported a position in IYR in Q4 2019 and has held it in 4 quarters since. The position peaked at $6K in Q4 2019. 392 funds tracked by Wall St. Rank hold IYR as of Q3 2020.

  • Independence Advisors held 63 shares of iShares US Real Estate ETF worth $5K as of Q3 2020.
  • Independence Advisors left its iShares US Real Estate ETF share count unchanged in Q3 2020.
  • iShares US Real Estate ETF made up ﹤0.01% of Independence Advisors's portfolio in Q3 2020, its #159 holding.
  • Independence Advisors first reported a position in iShares US Real Estate ETF in Q4 2019 and has held it in 4 quarters since.
  • Independence Advisors's iShares US Real Estate ETF position peaked at $6K in Q4 2019.
  • 392 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2020.

Based on Independence Advisors's 13F filing for Q3 2020, filed 4 Nov 2020.