TD Asset Management
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TD Asset Management’s iShares US Real Estate ETF IYR Stock Holding History

TD Asset 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
2020
Q3 		– Sell
-3,400
Closed -$268K – 1371
2020
Q2 		$268K Hold
3,400
– – ﹤0.01% 1272
2020
Q1 		$237K Sell
3,400
-51
-1% -$4.51K ﹤0.01% 1299
2019
Q4 		$321K Buy
3,451
+51
+2% +$4.73K ﹤0.01% 1307
2019
Q3 		$318K Hold
3,400
– – ﹤0.01% 1243
2019
Q2 		$297K Hold
3,400
– – ﹤0.01% 1248
2019
Q1 		$268K Hold
3,400
– – ﹤0.01% 1273
2018
Q4 		$268K Hold
3,400
– – ﹤0.01% 1319
2018
Q3 		$268K Hold
3,400
– – ﹤0.01% 1377
2018
Q2 		$268K Hold
3,400
– – ﹤0.01% 1359
2018
Q1 		$268K Hold
3,400
– – ﹤0.01% 1290
2017
Q4 		$275K Hold
3,400
– – ﹤0.01% 1269
2017
Q3 		$272K Hold
3,400
– – ﹤0.01% 1247
2017
Q2 		$271K Hold
3,400
– – ﹤0.01% 1274
2017
Q1 		$275K Sell
3,400
-1,757
-34% -$137K ﹤0.01% 1336
2016
Q4 		$416K Hold
5,157
– – ﹤0.01% 1231
2016
Q3 		$416K Hold
5,157
– – ﹤0.01% 1228
2016
Q2 		$416K Hold
5,157
– – ﹤0.01% 1171
2016
Q1 		$416K Hold
5,157
– – ﹤0.01% 1148
2015
Q4 		$416K Hold
5,157
– – ﹤0.01% 1152
2015
Q3 		$416K Hold
5,157
– – ﹤0.01% 1114
2015
Q2 		$416K Hold
5,157
– – ﹤0.01% 1170
2015
Q1 		$416K Sell
5,157
-205
-4% -$16.4K ﹤0.01% 1156
2014
Q4 		$412K Buy
5,362
+205
+4% +$15.3K ﹤0.01% 1149
2014
Q3 		$357K Buy
5,157
+1,757
+52% +$127K ﹤0.01% 1114
2014
Q2 		$244K Hold
3,400
– – ﹤0.01% 1186
2014
Q1 		$230K Sell
3,400
-1,500
-31% -$99.5K ﹤0.01% 1211
2013
Q4 		$309K Hold
4,900
– – ﹤0.01% 1140
2013
Q3 		$312K Hold
4,900
– – ﹤0.01% 1098
2013
Q2 		$325K Buy
+4,900
New +$346K ﹤0.01% 1022

Other funds holding IYR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

TD Asset Management's IYR Position: Q3 2020 in Review

TD Asset Management sold out of iShares US Real Estate ETF (IYR) in Q3 2020, closing a stake of 3,400 shares — an estimated $268K sold.

TD Asset Management first reported a position in IYR in Q2 2013 and held it in 29 quarters. The position peaked at $416K in Q4 2016. 392 funds tracked by Wall St. Rank hold IYR as of Q3 2020.

  • TD Asset Management reported no remaining iShares US Real Estate ETF position as of Q3 2020 after selling out during the quarter.
  • TD Asset Management sold 3,400 iShares US Real Estate ETF shares in Q3 2020, an estimated $268K.
  • TD Asset Management first reported a position in iShares US Real Estate ETF in Q2 2013 and held it in 29 quarters.
  • TD Asset Management's iShares US Real Estate ETF position peaked at $416K in Q4 2016.
  • 392 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2020.

Based on TD Asset Management's 13F filing for Q3 2020, filed 10 Nov 2020.