Transform Wealth’s iShares US Real Estate ETF IYR Stock Holding History

Transform Wealth’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
2016 Q4	–	Sell	-26,726	Closed	-$2.16M	–	213
2016 Q3	$2.16M	Buy	26,726 +1,338	+5%	+$111K	0.93%	23
2016 Q2	$2.09M	Buy	+25,388	New	+$1.99M	0.88%	23

Other funds holding IYR

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Teachers Insurance & Annuity Association of America New York $90.6M AUM 18.77% 1-Year Est. Return

Transform Wealth's IYR Position: Q4 2016 in Review

Transform Wealth sold out of iShares US Real Estate ETF (IYR) in Q4 2016, closing a stake of 26,726 shares — an estimated $2.16M sold.

Transform Wealth first reported a position in IYR in Q2 2016 and held it in 2 quarters. The position peaked at $2.16M in Q3 2016. 364 funds tracked by Wall St. Rank hold IYR as of Q4 2016.

Transform Wealth reported no remaining iShares US Real Estate ETF position as of Q4 2016 after selling out during the quarter.
Transform Wealth sold 26,726 iShares US Real Estate ETF shares in Q4 2016, an estimated $2.16M.
Transform Wealth first reported a position in iShares US Real Estate ETF in Q2 2016 and held it in 2 quarters.
Transform Wealth's iShares US Real Estate ETF position peaked at $2.16M in Q3 2016.
364 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q4 2016.

Based on Transform Wealth's 13F filing for Q4 2016, filed 13 Feb 2017.