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

Independence Trust’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 		– Sell
-5,305
Closed -$421K – 126
2015
Q1 		$421K Sell
5,305
-316
-6% -$25.3K 0.27% 64
2014
Q4 		$432K Buy
+5,621
New +$420K 0.26% 70

Other funds holding IYR

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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 $1.81T AUM 41.13% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Independence Trust's IYR Position: Q2 2015 in Review

Independence Trust sold out of iShares US Real Estate ETF (IYR) in Q2 2015, closing a stake of 5,305 shares — an estimated $421K sold.

Independence Trust first reported a position in IYR in Q4 2014 and held it in 2 quarters. The position peaked at $432K in Q4 2014. 314 funds tracked by Wall St. Rank hold IYR as of Q2 2015.

  • Independence Trust reported no remaining iShares US Real Estate ETF position as of Q2 2015 after selling out during the quarter.
  • Independence Trust sold 5,305 iShares US Real Estate ETF shares in Q2 2015, an estimated $421K.
  • Independence Trust first reported a position in iShares US Real Estate ETF in Q4 2014 and held it in 2 quarters.
  • Independence Trust's iShares US Real Estate ETF position peaked at $432K in Q4 2014.
  • 314 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2015.

Based on Independence Trust's 13F filing for Q2 2015, filed 13 Jul 2015.