Virtus ETF Advisers’s iShares US Real Estate ETF IYR Stock Holding History

Virtus ETF Advisers’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
2019 Q1	–	Sell	-4,801	Closed	-$360K	–	203
2018 Q4	$360K	Buy	+4,801	New	+$377K	0.06%	86
2017 Q1	–	Sell	-12,711	Closed	-$978K	–	178
2016 Q4	$978K	Buy	+12,711	New	+$966K	0.29%	52

Other funds holding IYR

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TIAAOA

Teachers Insurance & Annuity Association of America New York $79.7M AUM 12.35% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Virtus ETF Advisers's IYR Position: Q1 2019 in Review

Virtus ETF Advisers sold out of iShares US Real Estate ETF (IYR) in Q1 2019, closing a stake of 4,801 shares — an estimated $360K sold.

Virtus ETF Advisers first reported a position in IYR in Q4 2016 and held it in 2 quarters. The position peaked at $978K in Q4 2016. 448 funds tracked by Wall St. Rank hold IYR as of Q1 2019.

Virtus ETF Advisers reported no remaining iShares US Real Estate ETF position as of Q1 2019 after selling out during the quarter.
Virtus ETF Advisers sold 4,801 iShares US Real Estate ETF shares in Q1 2019, an estimated $360K.
Virtus ETF Advisers first reported a position in iShares US Real Estate ETF in Q4 2016 and held it in 2 quarters.
Virtus ETF Advisers's iShares US Real Estate ETF position peaked at $978K in Q4 2016.
448 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2019.

Based on Virtus ETF Advisers's 13F filing for Q1 2019, filed 14 May 2019.