Ronald Blue & Co’s iShares US Real Estate ETF IYR Stock Holding History

Ronald Blue & Co’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
2017 Q2	$439K	Buy	5,503 +241	+5%	+$19.2K	0.01%	130
2017 Q1	$413K	Sell	5,262 -1,228	-19%	-$95.8K	0.01%	127
2016 Q4	$499K	Buy	6,490 +2,499	+63%	+$190K	0.02%	113
2016 Q3	$322K	Sell	3,991 -1,022	-20%	-$84.6K	0.01%	138
2016 Q2	$413K	Sell	5,013 -3,373	-40%	-$264K	0.02%	125
2016 Q1	$653K	Sell	8,386 -3,846	-31%	-$279K	0.04%	76
2015 Q4	$918K	Buy	+12,232	New	+$913K	0.05%	59

Other funds holding IYR

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

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

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

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

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

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

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

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

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return

TIAAOA

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

Ronald Blue & Co's IYR Position: Q2 2017 in Review

Ronald Blue & Co increased its iShares US Real Estate ETF (IYR) stake by 4.6% in Q2 2017, buying an estimated $19.2K and bringing the position to 5,503 shares worth $439K. The position accounts for 0.01% of the portfolio, ranked #130.

Ronald Blue & Co first reported a position in IYR in Q4 2015 and has held it in 7 quarters since. The position peaked at $918K in Q4 2015. 345 funds tracked by Wall St. Rank hold IYR as of Q2 2017.

Ronald Blue & Co held 5,503 shares of iShares US Real Estate ETF worth $439K as of Q2 2017.
Ronald Blue & Co bought 241 iShares US Real Estate ETF shares in Q2 2017, an estimated $19.2K.
iShares US Real Estate ETF made up 0.01% of Ronald Blue & Co's portfolio in Q2 2017, its #130 holding.
Ronald Blue & Co first reported a position in iShares US Real Estate ETF in Q4 2015 and has held it in 7 quarters since.
Ronald Blue & Co's iShares US Real Estate ETF position peaked at $918K in Q4 2015.
345 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2017.

Based on Ronald Blue & Co's 13F filing for Q2 2017, filed 28 Jul 2017.