UFA
IYR icon

US Financial Advisors’s iShares US Real Estate ETF IYR Stock Holding History

US Financial Advisors’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
Q2 		$330K Hold
4,241
– – 0.66% 31
2016
Q1 		$330K Sell
4,241
-2,776
-40% -$201K 0.57% 31
2015
Q4 		$527K Sell
7,017
-168
-2% -$12.5K 0.5% 31
2015
Q3 		$510K Buy
7,185
+1,501
+26% +$109K 0.85% 24
2015
Q2 		$405K Buy
5,684
+1,518
+36% +$115K 0.38% 35
2015
Q1 		$330K Sell
4,166
-9,264
-69% -$741K 0.3% 40
2014
Q4 		$1.03M Buy
+13,430
New +$1M 0.92% 20

Other funds holding IYR

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
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
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

US Financial Advisors's IYR Position: Q2 2016 in Review

US Financial Advisors held its iShares US Real Estate ETF (IYR) position steady in Q2 2016 at 4,241 shares worth $330K. The position accounts for 0.66% of the portfolio, ranked #31.

US Financial Advisors first reported a position in IYR in Q4 2014 and has held it in 7 quarters since. The position peaked at $1.03M in Q4 2014. 348 funds tracked by Wall St. Rank hold IYR as of Q2 2016.

  • US Financial Advisors held 4,241 shares of iShares US Real Estate ETF worth $330K as of Q2 2016.
  • US Financial Advisors left its iShares US Real Estate ETF share count unchanged in Q2 2016.
  • iShares US Real Estate ETF made up 0.66% of US Financial Advisors's portfolio in Q2 2016, its #31 holding.
  • US Financial Advisors first reported a position in iShares US Real Estate ETF in Q4 2014 and has held it in 7 quarters since.
  • US Financial Advisors's iShares US Real Estate ETF position peaked at $1.03M in Q4 2014.
  • 348 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2016.

Based on US Financial Advisors's 13F filing for Q2 2016, filed 12 Aug 2016.