T
IYR icon

TradeWorx’s iShares US Real Estate ETF IYR Stock Holding History

TradeWorx’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
2014
Q3 		$443K Buy
+6,396
New +$463K 0.59% 43
2014
Q2 		– Sell
-2,998
Closed -$203K – 399
2014
Q1 		$203K Buy
+2,998
New +$199K 0.18% 271

Other funds holding IYR

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

TradeWorx's IYR Position: Q3 2014 in Review

TradeWorx opened a new position in iShares US Real Estate ETF (IYR) in Q3 2014: 6,396 shares worth $443K. The stake represents 0.59% of the portfolio and ranks #43 among its holdings. This is a return to the name: TradeWorx previously reported a position in IYR as recently as Q1 2014.

TradeWorx first reported a position in IYR in Q1 2014 and has held it in 2 quarters since. 292 funds tracked by Wall St. Rank hold IYR as of Q3 2014.

  • TradeWorx held 6,396 shares of iShares US Real Estate ETF worth $443K as of Q3 2014.
  • iShares US Real Estate ETF was a new TradeWorx position in Q3 2014.
  • iShares US Real Estate ETF made up 0.59% of TradeWorx's portfolio in Q3 2014, its #43 holding.
  • TradeWorx first reported a position in iShares US Real Estate ETF in Q1 2014 and has held it in 2 quarters since.
  • 292 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2014.

Based on TradeWorx's 13F filing for Q3 2014, filed 1 Oct 2014.