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Wealthspire Advisors (Maryland)’s iShares US Real Estate ETF IYR Stock Holding History

Wealthspire Advisors (Maryland)’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
2020
Q3 		$208K Sell
2,609
-215
-8% -$17.4K 0.01% 446
2020
Q2 		$223K Sell
2,824
-235
-8% -$17.8K 0.02% 398
2020
Q1 		$213K Sell
3,059
-413
-12% -$36.6K 0.02% 371
2019
Q4 		$323K Sell
3,472
-129
-4% -$12K 0.02% 359
2019
Q3 		$337K Sell
3,601
-527
-13% -$48K 0.02% 324
2019
Q2 		$360K Sell
4,128
-395
-9% -$34.6K 0.03% 312
2019
Q1 		$394K Sell
4,523
-1,791
-28% -$148K 0.03% 294
2018
Q4 		$473K Buy
6,314
+218
+4% +$17.1K 0.04% 231
2018
Q3 		$488K Buy
6,096
+163
+3% +$13.3K 0.04% 251
2018
Q2 		$478K Sell
5,933
-3,215
-35% -$248K 0.04% 247
2018
Q1 		$690K Sell
9,148
-188
-2% -$14.3K 0.07% 187
2017
Q4 		$756K Sell
9,336
-2,822
-23% -$229K 0.07% 169
2017
Q3 		$971K Sell
12,158
-2,016
-14% -$162K 0.11% 137
2017
Q2 		$1.13M Sell
14,174
-563
-4% -$44.8K 0.13% 111
2017
Q1 		$1.16M Sell
14,737
-1,973
-12% -$154K 0.16% 91
2016
Q4 		$1.29M Sell
16,710
-789
-5% -$60K 0.19% 80
2016
Q3 		$1.41M Buy
17,499
+4,250
+32% +$352K 0.22% 72
2016
Q2 		$1.09M Buy
13,249
+30
+0.2% +$2.35K 0.18% 88
2016
Q1 		$1.03M Sell
13,219
-439
-3% -$31.9K 0.18% 87
2015
Q4 		$1.02M Buy
+13,658
New +$1.02M 0.19% 87

Other funds holding IYR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s IYR Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) reduced its iShares US Real Estate ETF (IYR) stake by 7.6% in Q3 2020, selling an estimated $17.4K and leaving 2,609 shares worth $208K. The position accounts for 0.01% of the portfolio, ranked #446.

Wealthspire Advisors (Maryland) first reported a position in IYR in Q4 2015 and has held it in 20 quarters since. The position peaked at $1.41M in Q3 2016. 392 funds tracked by Wall St. Rank hold IYR as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 2,609 shares of iShares US Real Estate ETF worth $208K as of Q3 2020.
  • Wealthspire Advisors (Maryland) sold 215 iShares US Real Estate ETF shares in Q3 2020, an estimated $17.4K.
  • iShares US Real Estate ETF made up 0.01% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #446 holding.
  • Wealthspire Advisors (Maryland) first reported a position in iShares US Real Estate ETF in Q4 2015 and has held it in 20 quarters since.
  • Wealthspire Advisors (Maryland)'s iShares US Real Estate ETF position peaked at $1.41M in Q3 2016.
  • 392 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.