JWM
IYR icon

Jacobus Wealth Management’s iShares US Real Estate ETF IYR Stock Holding History

Jacobus Wealth Management’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
Q3 		– Sell
-2,000
Closed -$143K – 297
2015
Q2 		$143K Buy
+2,000
New +$152K 0.04% 259

Other funds holding IYR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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 $235B AUM 32.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Jacobus Wealth Management's IYR Position: Q3 2015 in Review

Jacobus Wealth Management sold out of iShares US Real Estate ETF (IYR) in Q3 2015, closing a stake of 2,000 shares — an estimated $143K sold.

Jacobus Wealth Management first reported a position in IYR in Q2 2015 and held it in 1 quarter. The position peaked at $143K in Q2 2015. 305 funds tracked by Wall St. Rank hold IYR as of Q3 2015.

  • Jacobus Wealth Management reported no remaining iShares US Real Estate ETF position as of Q3 2015 after selling out during the quarter.
  • Jacobus Wealth Management sold 2,000 iShares US Real Estate ETF shares in Q3 2015, an estimated $143K.
  • Jacobus Wealth Management first reported a position in iShares US Real Estate ETF in Q2 2015 and held it in 1 quarter.
  • Jacobus Wealth Management's iShares US Real Estate ETF position peaked at $143K in Q2 2015.
  • 305 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2015.

Based on Jacobus Wealth Management's 13F filing for Q3 2015, filed 9 Nov 2015.