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RPg Family Wealth Advisory’s iShares US Real Estate ETF IYR Stock Holding History

RPg Family Wealth Advisory’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
2020
Q3 		– Sell
-131
Closed -$10.3K – 287
2020
Q2 		$10.3K Buy
+131
New +$9.93K 0.01% 277
2020
Q1 		– Sell
-204
Closed -$19K – 272
2019
Q4 		$19K Sell
204
-321
-61% -$29.8K 0.01% 219
2019
Q3 		$49.1K Sell
525
-13
-2% -$1.18K 0.03% 162
2019
Q2 		$47K Sell
538
-38
-7% -$3.33K 0.03% 165
2019
Q1 		$50.1K Buy
576
+302
+110% +$25K 0.03% 165
2018
Q4 		$20.5K Hold
274
– – 0.02% 157
2018
Q3 		$21.9K Sell
274
-40
-13% -$3.26K 0.02% 168
2018
Q2 		$25.3K Buy
+314
New +$24.2K 0.02% 152
2018
Q1 		– Sell
-649
Closed -$52.6K – 268
2017
Q4 		$52.6K Sell
649
-23,539
-97% -$1.91M 0.04% 121
2017
Q3 		$1.93M Buy
24,188
+23,434
+3,108% +$1.88M 1.58% 27
2017
Q2 		$60.1K Buy
+754
New +$60K 0.05% 123
2016
Q1 		– Sell
-262
Closed -$19.7K – 278
2015
Q4 		$19.7K Buy
+262
New +$19.6K 0.02% 145

Other funds holding IYR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

RPg Family Wealth Advisory's IYR Position: Q3 2020 in Review

RPg Family Wealth Advisory sold out of iShares US Real Estate ETF (IYR) in Q3 2020, closing a stake of 131 shares — an estimated $10.3K sold.

RPg Family Wealth Advisory first reported a position in IYR in Q4 2015 and held it in 12 quarters. The position peaked at $1.93M in Q3 2017. 392 funds tracked by Wall St. Rank hold IYR as of Q3 2020.

  • RPg Family Wealth Advisory reported no remaining iShares US Real Estate ETF position as of Q3 2020 after selling out during the quarter.
  • RPg Family Wealth Advisory sold 131 iShares US Real Estate ETF shares in Q3 2020, an estimated $10.3K.
  • RPg Family Wealth Advisory first reported a position in iShares US Real Estate ETF in Q4 2015 and held it in 12 quarters.
  • RPg Family Wealth Advisory's iShares US Real Estate ETF position peaked at $1.93M in Q3 2017.
  • 392 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2020.

Based on RPg Family Wealth Advisory's 13F filing for Q3 2020, filed 10 Nov 2020.