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Wealth & Pension Services Group’s iShares US Real Estate ETF IYR Stock Holding History

Wealth & Pension Services Group’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
Q3 		$686K Sell
7,337
-321
-4% -$29.2K 0.5% 58
2019
Q2 		$669K Sell
7,658
-25
-0.3% -$2.19K 0.49% 59
2019
Q1 		$669K Hold
7,683
– – 0.52% 56
2018
Q4 		$576K Buy
+7,683
New +$604K 0.52% 56

Other funds holding IYR

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Wealth & Pension Services Group's IYR Position: Q3 2019 in Review

Wealth & Pension Services Group reduced its iShares US Real Estate ETF (IYR) stake by 4.2% in Q3 2019, selling an estimated $29.2K and leaving 7,337 shares worth $686K. The position accounts for 0.5% of the portfolio, ranked #58.

Wealth & Pension Services Group first reported a position in IYR in Q4 2018 and has held it in 4 quarters since. 446 funds tracked by Wall St. Rank hold IYR as of Q3 2019.

  • Wealth & Pension Services Group held 7,337 shares of iShares US Real Estate ETF worth $686K as of Q3 2019.
  • Wealth & Pension Services Group sold 321 iShares US Real Estate ETF shares in Q3 2019, an estimated $29.2K.
  • iShares US Real Estate ETF made up 0.5% of Wealth & Pension Services Group's portfolio in Q3 2019, its #58 holding.
  • Wealth & Pension Services Group first reported a position in iShares US Real Estate ETF in Q4 2018 and has held it in 4 quarters since.
  • 446 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2019.

Based on Wealth & Pension Services Group's 13F filing for Q3 2019, filed 19 Nov 2019.