PSW
IYR icon

Portfolio Strategies (Washington)’s iShares US Real Estate ETF IYR Stock Holding History

Portfolio Strategies (Washington)’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
2017
Q4 		$64K Buy
+796
New +$64.6K 0.13% 34
2017
Q1 		– Sell
-26,678
Closed -$2.05M – 85
2016
Q4 		$2.05M Buy
+26,678
New +$2.03M 2.36% 16
2014
Q4 		– Sell
-5,558
Closed -$385K – 29
2014
Q3 		$385K Sell
5,558
-720
-11% -$52.2K 0.44% 35
2014
Q2 		$450K Buy
6,278
+90
+1% +$6.34K 0.5% 32
2014
Q1 		$418K Sell
6,188
-135
-2% -$8.96K 0.48% 42
2013
Q4 		$398K Buy
+6,323
New +$407K 0.51% 43

Other funds holding IYR

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Portfolio Strategies (Washington)'s IYR Position: Q4 2017 in Review

Portfolio Strategies (Washington) opened a new position in iShares US Real Estate ETF (IYR) in Q4 2017: 796 shares worth $64K. The stake represents 0.13% of the portfolio and ranks #34 among its holdings. This is a return to the name: Portfolio Strategies (Washington) previously reported a position in IYR as recently as Q4 2016.

Portfolio Strategies (Washington) first reported a position in IYR in Q4 2013 and has held it in 6 quarters since. The position peaked at $2.05M in Q4 2016. 387 funds tracked by Wall St. Rank hold IYR as of Q4 2017.

  • Portfolio Strategies (Washington) held 796 shares of iShares US Real Estate ETF worth $64K as of Q4 2017.
  • iShares US Real Estate ETF was a new Portfolio Strategies (Washington) position in Q4 2017.
  • iShares US Real Estate ETF made up 0.13% of Portfolio Strategies (Washington)'s portfolio in Q4 2017, its #34 holding.
  • Portfolio Strategies (Washington) first reported a position in iShares US Real Estate ETF in Q4 2013 and has held it in 6 quarters since.
  • Portfolio Strategies (Washington)'s iShares US Real Estate ETF position peaked at $2.05M in Q4 2016.
  • 387 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q4 2017.

Based on Portfolio Strategies (Washington)'s 13F filing for Q4 2017, filed 13 Feb 2018.