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Risk Paradigm Group’s iShares US Real Estate ETF IYR Stock Holding History

Risk Paradigm 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
-137
Closed -$11K – 92
2018
Q3 		$11K Hold
137
– – 0.02% 91
2018
Q2 		$11K Sell
137
-1,022
-88% -$78.7K 0.02% 91
2018
Q1 		$87.5K Sell
1,159
-21,616
-95% -$1.64M 0.11% 120
2017
Q4 		$1.85M Sell
22,775
-1,135
-5% -$92.1K 1.98% 12
2017
Q3 		$1.91M Buy
23,910
+18
+0.1% +$1.45K 2.33% 10
2017
Q2 		$1.91M Sell
23,892
-1,704
-7% -$136K 2.24% 9
2017
Q1 		$2.01M Buy
25,596
+7,539
+42% +$588K 2.29% 10
2016
Q4 		$1.39M Buy
18,057
+3,255
+22% +$247K 1.53% 17
2016
Q3 		$1.19M Buy
14,802
+2,836
+24% +$235K 0.89% 25
2016
Q2 		$986K Sell
11,966
-7,372
-38% -$578K 1.34% 17
2016
Q1 		$1.51M Sell
19,338
-13,543
-41% -$983K 1.91% 20
2015
Q4 		$2.47M Buy
32,881
+28,103
+588% +$2.1M 2.92% 8
2015
Q3 		$339K Buy
4,778
+3,795
+386% +$276K 0.7% 24
2015
Q2 		$70.1K Sell
983
-41,035
-98% -$3.11M 0.07% 104
2015
Q1 		$3.33M Buy
+42,018
New +$3.36M 3.26% 4

Other funds holding IYR

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
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
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
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
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

Risk Paradigm Group's IYR Position: Q4 2018 in Review

Risk Paradigm Group sold out of iShares US Real Estate ETF (IYR) in Q4 2018, closing a stake of 137 shares — an estimated $11K sold.

Risk Paradigm Group first reported a position in IYR in Q1 2015 and held it in 15 quarters. The position peaked at $3.33M in Q1 2015. 429 funds tracked by Wall St. Rank hold IYR as of Q4 2018.

  • Risk Paradigm Group reported no remaining iShares US Real Estate ETF position as of Q4 2018 after selling out during the quarter.
  • Risk Paradigm Group sold 137 iShares US Real Estate ETF shares in Q4 2018, an estimated $11K.
  • Risk Paradigm Group first reported a position in iShares US Real Estate ETF in Q1 2015 and held it in 15 quarters.
  • Risk Paradigm Group's iShares US Real Estate ETF position peaked at $3.33M in Q1 2015.
  • 429 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q4 2018.

Based on Risk Paradigm Group's 13F filing for Q4 2018, filed 14 Feb 2019.