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

JOYN 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
Q1 		– Sell
-2,344
Closed -$218K – 128
2019
Q4 		$218K Hold
2,344
– – 0.05% 112
2019
Q3 		$219K Hold
2,344
– – 0.05% 101
2019
Q2 		$206K Hold
2,344
– – 0.05% 117
2019
Q1 		$204K Hold
2,344
– – 0.05% 111
2018
Q4 		$176K Sell
2,344
-527
-18% -$41.4K 0.04% 123
2018
Q3 		$230K Buy
2,871
+11
+0.4% +$897 0.04% 132
2018
Q2 		$230K Sell
2,860
-1,036
-27% -$79.8K 0.05% 130
2018
Q1 		$294K Buy
3,896
+9
+0.2% +$683 0.06% 100
2017
Q4 		$315K Buy
3,887
+12
+0.3% +$974 0.07% 123
2017
Q3 		$310K Sell
3,875
-503
-11% -$40.4K 0.09% 23
2017
Q2 		$349K Buy
4,378
+522
+14% +$41.5K 0.1% 23
2017
Q1 		$303K Sell
3,856
-25,632
-87% -$2M 0.1% 24
2016
Q4 		$2.27M Buy
29,488
+26,418
+861% +$2.01M 0.79% 14
2016
Q3 		$248K Sell
3,070
-17,275
-85% -$1.43M 0.09% 22
2016
Q2 		$1.68M Buy
20,345
+6,380
+46% +$500K 0.64% 15
2016
Q1 		$1.09M Sell
13,965
-9,766
-41% -$709K 0.43% 12
2015
Q4 		$1.78M Buy
23,731
+20,288
+589% +$1.52M 0.7% 16
2015
Q3 		$244K Hold
3,443
– – 0.09% 25
2015
Q2 		$245K Sell
3,443
-1,471
-30% -$112K 0.1% 23
2015
Q1 		$390K Buy
4,914
+1,504
+44% +$120K 0.16% 20
2014
Q4 		$262K Sell
3,410
-48
-1% -$3.59K 0.11% 26
2014
Q3 		$239K Buy
3,458
+17
+0.5% +$1.23K 0.1% 20
2014
Q2 		$247K Buy
3,441
+15
+0.4% +$1.06K 0.11% 12
2014
Q1 		$232K Buy
3,426
+20
+0.6% +$1.33K 0.11% 14
2013
Q4 		$215K Buy
3,406
+17
+0.5% +$1.09K 0.11% 26
2013
Q3 		$216K Buy
+3,389
New +$221K 0.11% 19
2013
Q2 		– Hold
0
– – – 15

Other funds holding IYR

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

JOYN Advisors's IYR Position: Q1 2020 in Review

JOYN Advisors sold out of iShares US Real Estate ETF (IYR) in Q1 2020, closing a stake of 2,344 shares — an estimated $218K sold.

JOYN Advisors first reported a position in IYR in Q3 2013 and held it in 26 quarters. The position peaked at $2.27M in Q4 2016. 447 funds tracked by Wall St. Rank hold IYR as of Q1 2020.

  • JOYN Advisors reported no remaining iShares US Real Estate ETF position as of Q1 2020 after selling out during the quarter.
  • JOYN Advisors sold 2,344 iShares US Real Estate ETF shares in Q1 2020, an estimated $218K.
  • JOYN Advisors first reported a position in iShares US Real Estate ETF in Q3 2013 and held it in 26 quarters.
  • JOYN Advisors's iShares US Real Estate ETF position peaked at $2.27M in Q4 2016.
  • 447 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2020.

Based on JOYN Advisors's 13F filing for Q1 2020, filed 30 Apr 2020.