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

Ritholtz Wealth Management’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
Q1 		– Sell
-13,065
Closed -$1.06M – 120
2017
Q4 		$1.06M Buy
+13,065
New +$1.06M 0.31% 40
2016
Q4 		$759K Buy
+9,865
New +$750K 0.39% 29

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
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ritholtz Wealth Management's IYR Position: Q1 2018 in Review

Ritholtz Wealth Management sold out of iShares US Real Estate ETF (IYR) in Q1 2018, closing a stake of 13,065 shares — an estimated $1.06M sold.

Ritholtz Wealth Management first reported a position in IYR in Q4 2016 and held it in 2 quarters. The position peaked at $1.06M in Q4 2017. 362 funds tracked by Wall St. Rank hold IYR as of Q1 2018.

  • Ritholtz Wealth Management reported no remaining iShares US Real Estate ETF position as of Q1 2018 after selling out during the quarter.
  • Ritholtz Wealth Management sold 13,065 iShares US Real Estate ETF shares in Q1 2018, an estimated $1.06M.
  • Ritholtz Wealth Management first reported a position in iShares US Real Estate ETF in Q4 2016 and held it in 2 quarters.
  • Ritholtz Wealth Management's iShares US Real Estate ETF position peaked at $1.06M in Q4 2017.
  • 362 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2018.

Based on Ritholtz Wealth Management's 13F filing for Q1 2018, filed 17 Apr 2018.