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SII Investments’s iShares US Real Estate ETF IYR Stock Holding History

SII Investments’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
Q1 		– Sell
-2,868
Closed -$224K – 621
2016
Q4 		$224K Sell
2,868
-439
-13% -$33.4K 0.02% 522
2016
Q3 		$265K Buy
3,307
+702
+27% +$58.1K 0.02% 463
2016
Q2 		$213K Sell
2,605
-375
-13% -$29.4K 0.02% 522
2016
Q1 		$235K Buy
+2,980
New +$216K 0.02% 496
2015
Q4 		– Sell
-3,107
Closed -$219K – 502
2015
Q3 		$219K Sell
3,107
-1,173
-27% -$85.5K 0.03% 471
2015
Q2 		$303K Sell
4,280
-210
-5% -$15.9K 0.04% 390
2015
Q1 		$355K Sell
4,490
-100
-2% -$8K 0.04% 355
2014
Q4 		$354K Sell
4,590
-201
-4% -$15K 0.05% 330
2014
Q3 		$333K Buy
4,791
+23
+0.5% +$1.67K 0.04% 351
2014
Q2 		$341K Sell
4,768
-979
-17% -$68.9K 0.05% 331
2014
Q1 		$377K Buy
5,747
+186
+3% +$12.3K 0.07% 270
2013
Q4 		$350K Buy
5,561
+796
+17% +$51.3K 0.06% 292
2013
Q3 		$304K Sell
4,765
-25
-0.5% -$1.63K 0.07% 248
2013
Q2 		$322K Buy
+4,790
New +$339K 0.07% 270

Other funds holding IYR

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

SII Investments's IYR Position: Q1 2017 in Review

SII Investments sold out of iShares US Real Estate ETF (IYR) in Q1 2017, closing a stake of 2,868 shares — an estimated $224K sold.

SII Investments first reported a position in IYR in Q2 2013 and held it in 14 quarters. The position peaked at $377K in Q1 2014. 341 funds tracked by Wall St. Rank hold IYR as of Q1 2017.

  • SII Investments reported no remaining iShares US Real Estate ETF position as of Q1 2017 after selling out during the quarter.
  • SII Investments sold 2,868 iShares US Real Estate ETF shares in Q1 2017, an estimated $224K.
  • SII Investments first reported a position in iShares US Real Estate ETF in Q2 2013 and held it in 14 quarters.
  • SII Investments's iShares US Real Estate ETF position peaked at $377K in Q1 2014.
  • 341 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2017.

Based on SII Investments's 13F filing for Q1 2017, filed 15 May 2017.