Stadion Money Management’s iShares US Real Estate ETF IYR Stock Holding History

Stadion Money Management’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
2019 Q4	–	Sell	-614,066	Closed	-$57.4M	–	86
2019 Q3	$57.4M	Sell	614,066 -5,091	-0.8%	-$464K	2.14%	9
2019 Q2	$54.1M	Buy	619,157 +305,787	+98%	+$26.8M	1.91%	11
2019 Q1	$27.3M	Buy	+313,370	New	+$25.9M	0.97%	21
2014 Q3	–	Sell	-27,220	Closed	-$1.95M	–	122
2014 Q2	$1.95M	Sell	27,220 -7,167	-21%	-$505K	0.04%	81
2014 Q1	$2.33M	Buy	+34,387	New	+$2.28M	0.1%	82

Other funds holding IYR

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return

Stadion Money Management's IYR Position: Q4 2019 in Review

Stadion Money Management sold out of iShares US Real Estate ETF (IYR) in Q4 2019, closing a stake of 614,066 shares — an estimated $57.4M sold.

Stadion Money Management first reported a position in IYR in Q1 2014 and held it in 5 quarters. The position peaked at $57.4M in Q3 2019. 498 funds tracked by Wall St. Rank hold IYR as of Q4 2019.

Stadion Money Management reported no remaining iShares US Real Estate ETF position as of Q4 2019 after selling out during the quarter.
Stadion Money Management sold 614,066 iShares US Real Estate ETF shares in Q4 2019, an estimated $57.4M.
Stadion Money Management first reported a position in iShares US Real Estate ETF in Q1 2014 and held it in 5 quarters.
Stadion Money Management's iShares US Real Estate ETF position peaked at $57.4M in Q3 2019.
498 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q4 2019.

Based on Stadion Money Management's 13F filing for Q4 2019, filed 14 Feb 2020.