Private Vista’s iShares US Real Estate ETF IYR Stock Holding History

Private Vista’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	-10,174	Closed	-$709K	–	140
2020 Q1	$709K	Sell	10,174 -1,336	-12%	-$118K	0.27%	58
2019 Q4	$1.07M	Hold	11,510	–	–	0.29%	42
2019 Q3	$1.08M	Hold	11,510	–	–	0.29%	41
2019 Q2	$1M	Hold	11,510	–	–	0.25%	56
2019 Q1	$1M	Buy	11,510 +5,894	+105%	+$487K	0.25%	55
2018 Q4	$421K	Buy	+5,616	New	+$441K	0.1%	96

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

Private Vista's IYR Position: Q2 2020 in Review

Private Vista sold out of iShares US Real Estate ETF (IYR) in Q2 2020, closing a stake of 10,174 shares — an estimated $709K sold.

Private Vista first reported a position in IYR in Q4 2018 and held it in 6 quarters. The position peaked at $1.08M in Q3 2019. 416 funds tracked by Wall St. Rank hold IYR as of Q2 2020.

Private Vista reported no remaining iShares US Real Estate ETF position as of Q2 2020 after selling out during the quarter.
Private Vista sold 10,174 iShares US Real Estate ETF shares in Q2 2020, an estimated $709K.
Private Vista first reported a position in iShares US Real Estate ETF in Q4 2018 and held it in 6 quarters.
Private Vista's iShares US Real Estate ETF position peaked at $1.08M in Q3 2019.
416 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2020.

Based on Private Vista's 13F filing for Q2 2020, filed 31 Jul 2020.