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

Rand Wealth’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
Q1 		– Sell
-2,788
Closed -$214K – 215
2016
Q4 		$214K Sell
2,788
-966
-26% -$73.4K 0.03% 206
2016
Q3 		$303K Sell
3,754
-366
-9% -$30.3K 0.04% 195
2016
Q2 		$339K Sell
4,120
-87
-2% -$6.82K 0.05% 189
2016
Q1 		$328K Sell
4,207
-1,097
-21% -$79.6K 0.05% 186
2015
Q4 		$398K Sell
5,304
-3,244
-38% -$242K 0.06% 176
2015
Q3 		$606K Sell
8,548
-2,247
-21% -$164K 0.09% 160
2015
Q2 		$770K Buy
10,795
+1,561
+17% +$118K 0.1% 147
2015
Q1 		$732K Buy
9,234
+407
+5% +$32.6K 0.1% 145
2014
Q4 		$734K Buy
+8,827
New +$660K 0.1% 145

Other funds holding IYR

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Rand Wealth's IYR Position: Q1 2017 in Review

Rand Wealth sold out of iShares US Real Estate ETF (IYR) in Q1 2017, closing a stake of 2,788 shares — an estimated $214K sold.

Rand Wealth first reported a position in IYR in Q4 2014 and held it in 9 quarters. The position peaked at $770K in Q2 2015. 341 funds tracked by Wall St. Rank hold IYR as of Q1 2017.

  • Rand Wealth reported no remaining iShares US Real Estate ETF position as of Q1 2017 after selling out during the quarter.
  • Rand Wealth sold 2,788 iShares US Real Estate ETF shares in Q1 2017, an estimated $214K.
  • Rand Wealth first reported a position in iShares US Real Estate ETF in Q4 2014 and held it in 9 quarters.
  • Rand Wealth's iShares US Real Estate ETF position peaked at $770K in Q2 2015.
  • 341 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2017.

Based on Rand Wealth's 13F filing for Q1 2017, filed 26 Apr 2017.