RWA Wealth Partners’s iShares US Real Estate ETF IYR Stock Holding History

RWA Wealth Partners’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 Q1	–	Sell	-6,187	Closed	-$576K	–	229
2019 Q4	$576K	Sell	6,187 -61,616	-91%	-$5.71M	0.06%	155
2019 Q3	$6.34M	Sell	67,803 -14,286	-17%	-$1.3M	0.67%	40
2019 Q2	$7.17M	Buy	82,089 +27,718	+51%	+$2.43M	0.77%	35
2019 Q1	$4.73M	Sell	54,371 -17,001	-24%	-$1.41M	0.54%	45
2018 Q4	$5.35M	Buy	71,372 +49,706	+229%	+$3.91M	0.7%	37
2018 Q3	$1.73M	Buy	+21,666	New	+$1.77M	0.19%	97

Other funds holding IYR

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

RWA Wealth Partners's IYR Position: Q1 2020 in Review

RWA Wealth Partners sold out of iShares US Real Estate ETF (IYR) in Q1 2020, closing a stake of 6,187 shares — an estimated $576K sold.

RWA Wealth Partners first reported a position in IYR in Q3 2018 and held it in 6 quarters. The position peaked at $7.17M in Q2 2019. 447 funds tracked by Wall St. Rank hold IYR as of Q1 2020.

RWA Wealth Partners reported no remaining iShares US Real Estate ETF position as of Q1 2020 after selling out during the quarter.
RWA Wealth Partners sold 6,187 iShares US Real Estate ETF shares in Q1 2020, an estimated $576K.
RWA Wealth Partners first reported a position in iShares US Real Estate ETF in Q3 2018 and held it in 6 quarters.
RWA Wealth Partners's iShares US Real Estate ETF position peaked at $7.17M in Q2 2019.
447 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2020.

Based on RWA Wealth Partners's 13F filing for Q1 2020, filed 8 Apr 2020.