Laird Norton Wetherby Wealth Management’s iShares US Real Estate ETF IYR Stock Holding History

Laird Norton Wetherby 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
2020 Q2	–	Sell	-16,856	Closed	-$1.17M	–	734
2020 Q1	$1.17M	Buy	16,856 +8,635	+105%	+$764K	0.13%	160
2019 Q4	$765K	Hold	8,221	–	–	0.08%	279
2019 Q3	$769K	Buy	+8,221	New	+$749K	0.08%	272
2018 Q1	–	Sell	-725	Closed	-$59K	–	669
2017 Q4	$59K	Buy	725 +75	+12%	+$6.09K	0.01%	643
2017 Q3	$52K	Buy	+650	New	+$52.2K	0.01%	617
2015 Q3	–	Sell	-650	Closed	-$46K	–	474
2015 Q2	$46K	Buy	+650	New	+$49.3K	0.01%	482

Other funds holding IYR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Paloma Partners Greenwich, Connecticut $510M AUM 286.05% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's IYR Position: Q2 2020 in Review

Laird Norton Wetherby Wealth Management sold out of iShares US Real Estate ETF (IYR) in Q2 2020, closing a stake of 16,856 shares — an estimated $1.17M sold.

Laird Norton Wetherby Wealth Management first reported a position in IYR in Q2 2015 and held it in 6 quarters. The position peaked at $1.17M in Q1 2020. 416 funds tracked by Wall St. Rank hold IYR as of Q2 2020.

Laird Norton Wetherby Wealth Management reported no remaining iShares US Real Estate ETF position as of Q2 2020 after selling out during the quarter.
Laird Norton Wetherby Wealth Management sold 16,856 iShares US Real Estate ETF shares in Q2 2020, an estimated $1.17M.
Laird Norton Wetherby Wealth Management first reported a position in iShares US Real Estate ETF in Q2 2015 and held it in 6 quarters.
Laird Norton Wetherby Wealth Management's iShares US Real Estate ETF position peaked at $1.17M in Q1 2020.
416 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2020.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q2 2020, filed 14 Aug 2020.