KJWM
IYR icon

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

Kiley Juergens 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
2018
Q4 		– Sell
-120
Closed -$9K – 356
2018
Q3 		$9K Hold
120
– – 0.01% 475
2018
Q2 		$9K Buy
+120
New +$9.24K 0.01% 436
2018
Q1 		– Sell
-120
Closed -$9K – 354
2017
Q4 		$9K Buy
+120
New +$9.74K 0.01% 475

Other funds holding IYR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

Kiley Juergens Wealth Management's IYR Position: Q4 2018 in Review

Kiley Juergens Wealth Management sold out of iShares US Real Estate ETF (IYR) in Q4 2018, closing a stake of 120 shares — an estimated $9K sold.

Kiley Juergens Wealth Management first reported a position in IYR in Q4 2017 and held it in 3 quarters. The position peaked at $9K in Q3 2018. 429 funds tracked by Wall St. Rank hold IYR as of Q4 2018.

  • Kiley Juergens Wealth Management reported no remaining iShares US Real Estate ETF position as of Q4 2018 after selling out during the quarter.
  • Kiley Juergens Wealth Management sold 120 iShares US Real Estate ETF shares in Q4 2018, an estimated $9K.
  • Kiley Juergens Wealth Management first reported a position in iShares US Real Estate ETF in Q4 2017 and held it in 3 quarters.
  • Kiley Juergens Wealth Management's iShares US Real Estate ETF position peaked at $9K in Q3 2018.
  • 429 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q4 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q4 2018, filed 15 Jan 2019.