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

WealthOne’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	-1,804	Closed	-$135K	–	318
2018 Q4	$135K	Buy	+1,804	New	+$142K	0.12%	101

Other funds holding IYR

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.53B AUM 37.62% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

TIAAOA

Teachers Insurance & Annuity Association of America New York $90.6M AUM 18.77% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

WealthOne's IYR Position: Q1 2019 in Review

WealthOne sold out of iShares US Real Estate ETF (IYR) in Q1 2019, closing a stake of 1,804 shares — an estimated $135K sold.

WealthOne first reported a position in IYR in Q4 2018 and held it in 1 quarter. The position peaked at $135K in Q4 2018. 448 funds tracked by Wall St. Rank hold IYR as of Q1 2019.

WealthOne reported no remaining iShares US Real Estate ETF position as of Q1 2019 after selling out during the quarter.
WealthOne sold 1,804 iShares US Real Estate ETF shares in Q1 2019, an estimated $135K.
WealthOne first reported a position in iShares US Real Estate ETF in Q4 2018 and held it in 1 quarter.
WealthOne's iShares US Real Estate ETF position peaked at $135K in Q4 2018.
448 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2019.

Based on WealthOne's 13F filing for Q1 2019, filed 16 May 2019.