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

Virtus Fund 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
2017
Q3 		– Sell
-14
Closed -$1K – 506
2017
Q2 		$1K Sell
14
-179
-93% -$14.2K ﹤0.01% 517
2017
Q1 		$15K Sell
193
-31
-14% -$2.42K ﹤0.01% 506
2016
Q4 		$17K Sell
224
-1,071
-83% -$81.4K ﹤0.01% 506
2016
Q3 		$104K Sell
1,295
-7
-0.5% -$580 ﹤0.01% 426
2016
Q2 		$107K Sell
1,302
-174
-12% -$13.6K ﹤0.01% 416
2016
Q1 		$115K Buy
1,476
+8
+0.5% +$580 ﹤0.01% 419
2015
Q4 		$110K Sell
1,468
-227
-13% -$17K ﹤0.01% 407
2015
Q3 		$121K Sell
1,695
-123
-7% -$8.96K ﹤0.01% 391
2015
Q2 		$130K Hold
1,818
– – ﹤0.01% 409
2015
Q1 		$144K Buy
1,818
+94
+5% +$7.52K ﹤0.01% 441
2014
Q4 		$132K Sell
1,724
-14
-0.8% -$1.05K ﹤0.01% 495
2014
Q3 		$120K Sell
1,738
-149
-8% -$10.8K ﹤0.01% 535
2014
Q2 		$135K Buy
+1,887
New +$133K ﹤0.01% 1197

Other funds holding IYR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return
TIAAOA
Teachers Insurance & Annuity Association of America New York $79.7M AUM 12.35% 1-Year Est. Return

Virtus Fund Advisers's IYR Position: Q3 2017 in Review

Virtus Fund Advisers sold out of iShares US Real Estate ETF (IYR) in Q3 2017, closing a stake of 14 shares — an estimated $1K sold.

Virtus Fund Advisers first reported a position in IYR in Q2 2014 and held it in 13 quarters. The position peaked at $144K in Q1 2015. 356 funds tracked by Wall St. Rank hold IYR as of Q3 2017.

  • Virtus Fund Advisers reported no remaining iShares US Real Estate ETF position as of Q3 2017 after selling out during the quarter.
  • Virtus Fund Advisers sold 14 iShares US Real Estate ETF shares in Q3 2017, an estimated $1K.
  • Virtus Fund Advisers first reported a position in iShares US Real Estate ETF in Q2 2014 and held it in 13 quarters.
  • Virtus Fund Advisers's iShares US Real Estate ETF position peaked at $144K in Q1 2015.
  • 356 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2017.

Based on Virtus Fund Advisers's 13F filing for Q3 2017, filed 13 Nov 2017.