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Lattice Strategies’s iShares US Real Estate ETF IYR Stock Holding History

Lattice Strategies’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
2019
Q1 		$1.46M Sell
16,780
-640
-4% -$52.9K 1.34% 13
2018
Q4 		$1.3M Hold
17,420
– – 1.13% 15
2018
Q3 		$1.39M Hold
17,420
– – 1.08% 17
2018
Q2 		$1.4M Hold
17,420
– – 1.1% 16
2018
Q1 		$1.31M Hold
17,420
– – 0.95% 19
2017
Q4 		$1.41M Hold
17,420
– – 1.02% 17
2017
Q3 		$1.39M Hold
17,420
– – 1.05% 17
2017
Q2 		$1.39M Sell
17,420
-3,300
-16% -$263K 1.07% 17
2017
Q1 		$1.63M Hold
20,720
– – 1.27% 8
2016
Q4 		$1.59M Hold
20,720
– – 1.3% 12
2016
Q3 		$1.67M Sell
20,720
-20
-0.1% -$1.66K 1.28% 15
2016
Q2 		$1.71M Hold
20,740
– – 1.34% 14
2016
Q1 		$1.61M Sell
20,740
-160
-0.8% -$11.6K 1.26% 14
2015
Q4 		$1.57M Sell
20,900
-370
-2% -$27.6K 1.24% 16
2015
Q3 		$1.51M Sell
21,270
-302
-1% -$22K 1.06% 21
2015
Q2 		$1.54M Sell
21,572
-530
-2% -$40.2K 0.89% 26
2015
Q1 		$1.75M Sell
22,102
-6,180
-22% -$494K 0.98% 24
2014
Q4 		$2.17M Sell
28,282
-40
-0.1% -$2.99K 1.2% 24
2014
Q3 		$1.96M Sell
28,322
-395
-1% -$28.6K 1.05% 24
2014
Q2 		$2.06M Sell
28,717
-460
-2% -$32.4K 1.07% 25
2014
Q1 		$1.97M Buy
29,177
+270
+0.9% +$17.9K 0.99% 27
2013
Q4 		$1.82M Buy
28,907
+30
+0.1% +$1.93K 0.99% 26
2013
Q3 		$1.84M Sell
28,877
-2,050
-7% -$134K 1% 27
2013
Q2 		$2.05M Buy
+30,927
New +$2.19M 1.23% 27

Other funds holding IYR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TIAAOA
Teachers Insurance & Annuity Association of America New York $79.7M AUM 12.35% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Lattice Strategies's IYR Position: Q1 2019 in Review

Lattice Strategies reduced its iShares US Real Estate ETF (IYR) stake by 3.7% in Q1 2019, selling an estimated $52.9K and leaving 16,780 shares worth $1.46M. The position accounts for 1.34% of the portfolio, ranked #13.

Lattice Strategies first reported a position in IYR in Q2 2013 and has held it in 24 quarters since. The position peaked at $2.17M in Q4 2014. 448 funds tracked by Wall St. Rank hold IYR as of Q1 2019.

  • Lattice Strategies held 16,780 shares of iShares US Real Estate ETF worth $1.46M as of Q1 2019.
  • Lattice Strategies sold 640 iShares US Real Estate ETF shares in Q1 2019, an estimated $52.9K.
  • iShares US Real Estate ETF made up 1.34% of Lattice Strategies's portfolio in Q1 2019, its #13 holding.
  • Lattice Strategies first reported a position in iShares US Real Estate ETF in Q2 2013 and has held it in 24 quarters since.
  • Lattice Strategies's iShares US Real Estate ETF position peaked at $2.17M in Q4 2014.
  • 448 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2019.

Based on Lattice Strategies's 13F filing for Q1 2019, filed 8 May 2019.