Wealthfront’s iShares US Real Estate ETF IYR Stock Holding History

Wealthfront’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 Q4	–	Sell	-7	Closed	–	–	670
2015 Q3	$0	Sell	7 -40	-85%	-$2.91K	﹤0.01%	1352
2015 Q2	$3K	Sell	47 -5	-10%	-$379	﹤0.01%	1140
2015 Q1	$4K	Buy	52 +49	+1,633%	+$3.92K	﹤0.01%	844
2014 Q4	$0	Buy	+3	New	+$224	﹤0.01%	828

Other funds holding IYR

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Wealthfront's IYR Position: Q4 2015 in Review

Wealthfront sold out of iShares US Real Estate ETF (IYR) in Q4 2015, closing a stake of 7 shares.

Wealthfront first reported a position in IYR in Q4 2014 and held it in 4 quarters. The position peaked at $4K in Q1 2015. 324 funds tracked by Wall St. Rank hold IYR as of Q4 2015.

Wealthfront reported no remaining iShares US Real Estate ETF position as of Q4 2015 after selling out during the quarter.
Wealthfront sold 7 iShares US Real Estate ETF shares in Q4 2015.
Wealthfront first reported a position in iShares US Real Estate ETF in Q4 2014 and held it in 4 quarters.
Wealthfront's iShares US Real Estate ETF position peaked at $4K in Q1 2015.
324 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q4 2015.

Based on Wealthfront's 13F filing for Q4 2015, filed 17 Feb 2016.