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

Regal Wealth 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
2018 Q4	–	Sell	-226	Closed	-$18K	–	167
2018 Q3	$18K	Hold	226	–	–	0.01%	105
2018 Q2	$18K	Hold	226	–	–	0.02%	112
2018 Q1	$17K	Hold	226	–	–	0.01%	113
2017 Q4	$18K	Hold	226	–	–	0.01%	109
2017 Q3	$18K	Hold	226	–	–	0.01%	99
2017 Q2	$18K	Sell	226 -10	-4%	-$795	0.01%	101
2017 Q1	$19K	Hold	236	–	–	0.01%	99
2016 Q4	$18K	Sell	236 -483	-67%	-$36.7K	0.01%	100
2016 Q3	$58K	Sell	719 -7	-1%	-$580	0.05%	60
2016 Q2	$60K	Hold	726	–	–	0.06%	59
2016 Q1	$57K	Sell	726 -59	-8%	-$4.28K	0.06%	58
2015 Q4	$59K	Buy	+785	New	+$58.6K	0.06%	58

Other funds holding IYR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

Regal Wealth Group's IYR Position: Q4 2018 in Review

Regal Wealth Group sold out of iShares US Real Estate ETF (IYR) in Q4 2018, closing a stake of 226 shares — an estimated $18K sold.

Regal Wealth Group first reported a position in IYR in Q4 2015 and held it in 12 quarters. The position peaked at $60K in Q2 2016. 429 funds tracked by Wall St. Rank hold IYR as of Q4 2018.

Regal Wealth Group reported no remaining iShares US Real Estate ETF position as of Q4 2018 after selling out during the quarter.
Regal Wealth Group sold 226 iShares US Real Estate ETF shares in Q4 2018, an estimated $18K.
Regal Wealth Group first reported a position in iShares US Real Estate ETF in Q4 2015 and held it in 12 quarters.
Regal Wealth Group's iShares US Real Estate ETF position peaked at $60K in Q2 2016.
429 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q4 2018.

Based on Regal Wealth Group's 13F filing for Q4 2018, filed 24 Jan 2019.