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Quad-Cities Investment Group’s iShares US Real Estate ETF IYR Stock Holding History

Quad-Cities Investment Group’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
Q4 		– Sell
-1,164
Closed -$109K – 438
2019
Q3 		$109K Hold
1,164
– – 0.09% 214
2019
Q2 		$102K Buy
1,164
+9
+0.8% +$788 0.09% 223
2019
Q1 		$101K Buy
1,155
+8
+0.7% +$662 0.09% 218
2018
Q4 		$86K Buy
1,147
+18
+2% +$1.41K 0.09% 214
2018
Q3 		$90K Buy
1,129
+11
+1% +$897 0.08% 244
2018
Q2 		$90K Buy
+1,118
New +$86.1K 0.08% 234

Other funds holding IYR

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return

Quad-Cities Investment Group's IYR Position: Q4 2019 in Review

Quad-Cities Investment Group sold out of iShares US Real Estate ETF (IYR) in Q4 2019, closing a stake of 1,164 shares — an estimated $109K sold.

Quad-Cities Investment Group first reported a position in IYR in Q2 2018 and held it in 6 quarters. The position peaked at $109K in Q3 2019. 498 funds tracked by Wall St. Rank hold IYR as of Q4 2019.

  • Quad-Cities Investment Group reported no remaining iShares US Real Estate ETF position as of Q4 2019 after selling out during the quarter.
  • Quad-Cities Investment Group sold 1,164 iShares US Real Estate ETF shares in Q4 2019, an estimated $109K.
  • Quad-Cities Investment Group first reported a position in iShares US Real Estate ETF in Q2 2018 and held it in 6 quarters.
  • Quad-Cities Investment Group's iShares US Real Estate ETF position peaked at $109K in Q3 2019.
  • 498 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q4 2019.

Based on Quad-Cities Investment Group's 13F filing for Q4 2019, filed 28 Jan 2020.