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

Lake Point 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
Q1 		$1K Hold
11
– – ﹤0.01% 330
2019
Q4 		$1K Buy
+11
New +$1.02K ﹤0.01% 566
2019
Q2 		$2K Hold
25
– – ﹤0.01% 540
2019
Q1 		$2K Buy
+25
New +$2.07K ﹤0.01% 538

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 $12.8B AUM 19.73% 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

Lake Point Wealth Management's IYR Position: Q1 2020 in Review

Lake Point Wealth Management held its iShares US Real Estate ETF (IYR) position steady in Q1 2020 at 11 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #330.

Lake Point Wealth Management first reported a position in IYR in Q1 2019 and has held it in 4 quarters since. The position peaked at $2K in Q2 2019. 447 funds tracked by Wall St. Rank hold IYR as of Q1 2020.

  • Lake Point Wealth Management held 11 shares of iShares US Real Estate ETF worth $1K as of Q1 2020.
  • Lake Point Wealth Management left its iShares US Real Estate ETF share count unchanged in Q1 2020.
  • iShares US Real Estate ETF made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q1 2020, its #330 holding.
  • Lake Point Wealth Management first reported a position in iShares US Real Estate ETF in Q1 2019 and has held it in 4 quarters since.
  • Lake Point Wealth Management's iShares US Real Estate ETF position peaked at $2K in Q2 2019.
  • 447 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2020.

Based on Lake Point Wealth Management's 13F filing for Q1 2020, filed 18 May 2020.