Shepherd Financial Partners’s iShares US Real Estate ETF IYR Stock Holding History

Shepherd Financial 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	-12,785	Closed	-$1.19M	–	127
2019 Q4	$1.19M	Buy	12,785 +78	+0.6%	+$7.23K	0.28%	61
2019 Q3	$1.19M	Sell	12,707 -362	-3%	-$33K	0.3%	56
2019 Q2	$1.14M	Sell	13,069 -44	-0.3%	-$3.85K	0.21%	57
2019 Q1	$1.14M	Sell	13,113 -85	-0.6%	-$7.03K	0.22%	57
2018 Q4	$990K	Sell	13,198 -11	-0.1%	-$864	0.22%	56
2018 Q3	$1.06M	Hold	13,209	–	–	0.24%	59
2018 Q2	$1.06M	Sell	13,209 -150	-1%	-$11.6K	0.24%	60
2018 Q1	$1.01M	Hold	13,359	–	–	0.25%	51
2017 Q4	$1.08M	Buy	13,359 +8	+0.1%	+$649	0.25%	52
2017 Q3	$1.07M	Buy	13,351 +96	+0.7%	+$7.71K	0.25%	51
2017 Q2	$1.03M	Buy	+13,255	New	+$1.05M	0.25%	54

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 $11.5B AUM 18.72% 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

Shepherd Financial Partners's IYR Position: Q1 2020 in Review

Shepherd Financial Partners sold out of iShares US Real Estate ETF (IYR) in Q1 2020, closing a stake of 12,785 shares — an estimated $1.19M sold.

Shepherd Financial Partners first reported a position in IYR in Q2 2017 and held it in 11 quarters. The position peaked at $1.19M in Q4 2019. 447 funds tracked by Wall St. Rank hold IYR as of Q1 2020.

Shepherd Financial Partners reported no remaining iShares US Real Estate ETF position as of Q1 2020 after selling out during the quarter.
Shepherd Financial Partners sold 12,785 iShares US Real Estate ETF shares in Q1 2020, an estimated $1.19M.
Shepherd Financial Partners first reported a position in iShares US Real Estate ETF in Q2 2017 and held it in 11 quarters.
Shepherd Financial Partners's iShares US Real Estate ETF position peaked at $1.19M in Q4 2019.
447 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2020.

Based on Shepherd Financial Partners's 13F filing for Q1 2020, filed 7 May 2020.