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

River Wealth Advisors’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 Q1	–	Sell	-520	Closed	-$39K	–	330
2018 Q4	$39K	Hold	520	–	–	0.02%	270
2018 Q3	$42K	Sell	520 -10	-2%	-$815	0.02%	295
2018 Q2	$43K	Buy	+530	New	+$40.8K	0.02%	286

Other funds holding IYR

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

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

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

TIAAOA

Teachers Insurance & Annuity Association of America New York $79.7M AUM 12.35% 1-Year Est. Return

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

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

River Wealth Advisors's IYR Position: Q1 2019 in Review

River Wealth Advisors sold out of iShares US Real Estate ETF (IYR) in Q1 2019, closing a stake of 520 shares — an estimated $39K sold.

River Wealth Advisors first reported a position in IYR in Q2 2018 and held it in 3 quarters. The position peaked at $43K in Q2 2018. 448 funds tracked by Wall St. Rank hold IYR as of Q1 2019.

River Wealth Advisors reported no remaining iShares US Real Estate ETF position as of Q1 2019 after selling out during the quarter.
River Wealth Advisors sold 520 iShares US Real Estate ETF shares in Q1 2019, an estimated $39K.
River Wealth Advisors first reported a position in iShares US Real Estate ETF in Q2 2018 and held it in 3 quarters.
River Wealth Advisors's iShares US Real Estate ETF position peaked at $43K in Q2 2018.
448 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2019.

Based on River Wealth Advisors's 13F filing for Q1 2019, filed 7 May 2019.