WCM
IYR icon

Wealthcare Capital Management’s iShares US Real Estate ETF IYR Stock Holding History

Wealthcare Capital Management’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
2015
Q2 		– Sell
-1,229
Closed -$97K – 637
2015
Q1 		$97K Buy
+1,229
New +$98.3K 0.01% 162

Other funds holding IYR

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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Wealthcare Capital Management's IYR Position: Q2 2015 in Review

Wealthcare Capital Management sold out of iShares US Real Estate ETF (IYR) in Q2 2015, closing a stake of 1,229 shares — an estimated $97K sold.

Wealthcare Capital Management first reported a position in IYR in Q1 2015 and held it in 1 quarter. The position peaked at $97K in Q1 2015. 314 funds tracked by Wall St. Rank hold IYR as of Q2 2015.

  • Wealthcare Capital Management reported no remaining iShares US Real Estate ETF position as of Q2 2015 after selling out during the quarter.
  • Wealthcare Capital Management sold 1,229 iShares US Real Estate ETF shares in Q2 2015, an estimated $97K.
  • Wealthcare Capital Management first reported a position in iShares US Real Estate ETF in Q1 2015 and held it in 1 quarter.
  • Wealthcare Capital Management's iShares US Real Estate ETF position peaked at $97K in Q1 2015.
  • 314 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2015.

Based on Wealthcare Capital Management's 13F filing for Q2 2015, filed 24 Aug 2015.