Spot Trading’s iShares US Real Estate ETF IYR Stock Holding History

Spot Trading’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 Q3	$4.02M	Buy	+50,345	New	+$4.04M	0.07%	370
2017 Q1	–	Sell	-7,132	Closed	-$557K	–	3125
2016 Q4	$549K	Buy	7,132 +732	+11%	+$55.6K	0.01%	1352
2016 Q3	$516K	Buy	6,400 +1,563	+32%	+$129K	0.01%	1510
2016 Q2	$399K	Buy	+4,837	New	+$379K	0.01%	1774
2016 Q1	–	Sell	-20,777	Closed	-$1.51M	–	3697
2015 Q4	$1.56M	Buy	20,777 +20,717	+34,528%	+$1.55M	0.02%	1174
2015 Q3	$4K	Sell	60 -19,904	-100%	-$1.45M	﹤0.01%	3720
2015 Q2	$1.42M	Buy	+19,964	New	+$1.51M	0.01%	1379
2015 Q1	–	Sell	-1,729	Closed	-$138K	–	4101
2014 Q4	$133K	Buy	+1,729	New	+$129K	﹤0.01%	3137
2014 Q3	–	Sell	-1,504	Closed	-$109K	–	4497
2014 Q2	$108K	Sell	1,504 -117,165	-99%	-$8.25M	﹤0.01%	3668
2014 Q1	$8.03M	Buy	118,669 +34,033	+40%	+$2.26M	0.04%	575
2013 Q4	$5.34M	Sell	84,636 -121,014	-59%	-$7.79M	0.03%	815
2013 Q3	$13.1M	Sell	205,650 -198,959	-49%	-$13M	0.08%	265
2013 Q2	$26.9M	Buy	+404,609	New	+$28.6M	0.16%	78

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

Goldman Sachs New York $871B AUM 31.28% 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

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

BlackRock New York $5.72T AUM 30.48% 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

Spot Trading's IYR Position: Q3 2017 in Review

Spot Trading opened a new position in iShares US Real Estate ETF (IYR) in Q3 2017: 50,345 shares worth $4.02M. The stake represents 0.07% of the portfolio and ranks #370 among its holdings. This is a return to the name: Spot Trading previously reported a position in IYR as recently as Q4 2016.

Spot Trading first reported a position in IYR in Q2 2013 and has held it in 13 quarters since. The position peaked at $26.9M in Q2 2013. 356 funds tracked by Wall St. Rank hold IYR as of Q3 2017.

Spot Trading held 50,345 shares of iShares US Real Estate ETF worth $4.02M as of Q3 2017.
iShares US Real Estate ETF was a new Spot Trading position in Q3 2017.
iShares US Real Estate ETF made up 0.07% of Spot Trading's portfolio in Q3 2017, its #370 holding.
Spot Trading first reported a position in iShares US Real Estate ETF in Q2 2013 and has held it in 13 quarters since.
Spot Trading's iShares US Real Estate ETF position peaked at $26.9M in Q2 2013.
356 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2017.

Based on Spot Trading's 13F filing for Q3 2017, filed 6 Nov 2017.