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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 -$2.15M – 213
2016
Q3 		$2.15M 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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TIAAOA
Teachers Insurance & Annuity Association of America New York $79.7M AUM 12.35% 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 $2.15M sold.

Transform Wealth first reported a position in IYR in Q2 2016 and held it in 2 quarters. The position peaked at $2.15M 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 $2.15M.
  • 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 $2.15M 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.