Roble Belko & Company’s iShares US Real Estate ETF IYR Stock Holding History

Roble Belko & Company’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
2016 Q2	–	Sell	-955	Closed	-$74K	–	286
2016 Q1	$74K	Hold	955	–	–	0.04%	78
2015 Q4	$72K	Hold	955	–	–	0.04%	74
2015 Q3	$68K	Hold	955	–	–	0.04%	76
2015 Q2	$68K	Hold	955	–	–	0.04%	85
2015 Q1	$76K	Buy	+955	New	+$76.4K	0.04%	73

Other funds holding IYR

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Roble Belko & Company's IYR Position: Q2 2016 in Review

Roble Belko & Company sold out of iShares US Real Estate ETF (IYR) in Q2 2016, closing a stake of 955 shares — an estimated $74K sold.

Roble Belko & Company first reported a position in IYR in Q1 2015 and held it in 5 quarters. The position peaked at $76K in Q1 2015. 348 funds tracked by Wall St. Rank hold IYR as of Q2 2016.

Roble Belko & Company reported no remaining iShares US Real Estate ETF position as of Q2 2016 after selling out during the quarter.
Roble Belko & Company sold 955 iShares US Real Estate ETF shares in Q2 2016, an estimated $74K.
Roble Belko & Company first reported a position in iShares US Real Estate ETF in Q1 2015 and held it in 5 quarters.
Roble Belko & Company's iShares US Real Estate ETF position peaked at $76K in Q1 2015.
348 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2016.

Based on Roble Belko & Company's 13F filing for Q2 2016, filed 11 Aug 2016.