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

Moulton 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 		– Sell
-6,950
Closed -$644K – 18
2019
Q4 		$644K Buy
+6,950
New +$644K 0.53% 20

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

Moulton Wealth Management's IYR Position: Q1 2020 in Review

Moulton Wealth Management sold out of iShares US Real Estate ETF (IYR) in Q1 2020, closing a stake of 6,950 shares — an estimated $644K sold.

Moulton Wealth Management first reported a position in IYR in Q4 2019 and held it in 1 quarter. The position peaked at $644K in Q4 2019. 447 funds tracked by Wall St. Rank hold IYR as of Q1 2020.

  • Moulton Wealth Management reported no remaining iShares US Real Estate ETF position as of Q1 2020 after selling out during the quarter.
  • Moulton Wealth Management sold 6,950 iShares US Real Estate ETF shares in Q1 2020, an estimated $644K.
  • Moulton Wealth Management first reported a position in iShares US Real Estate ETF in Q4 2019 and held it in 1 quarter.
  • Moulton Wealth Management's iShares US Real Estate ETF position peaked at $644K in Q4 2019.
  • 447 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2020.

Based on Moulton Wealth Management's 13F filing for Q1 2020, filed 13 Apr 2020.