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WealthTrust Fairport’s iShares US Real Estate ETF IYR Stock Holding History

WealthTrust Fairport’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
2018
Q4 		– Sell
-161
Closed -$13K – 470
2018
Q3 		$13K Buy
+161
New +$13.1K ﹤0.01% 371

Other funds holding IYR

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

WealthTrust Fairport's IYR Position: Q4 2018 in Review

WealthTrust Fairport sold out of iShares US Real Estate ETF (IYR) in Q4 2018, closing a stake of 161 shares — an estimated $13K sold.

WealthTrust Fairport first reported a position in IYR in Q3 2018 and held it in 1 quarter. The position peaked at $13K in Q3 2018. 429 funds tracked by Wall St. Rank hold IYR as of Q4 2018.

  • WealthTrust Fairport reported no remaining iShares US Real Estate ETF position as of Q4 2018 after selling out during the quarter.
  • WealthTrust Fairport sold 161 iShares US Real Estate ETF shares in Q4 2018, an estimated $13K.
  • WealthTrust Fairport first reported a position in iShares US Real Estate ETF in Q3 2018 and held it in 1 quarter.
  • WealthTrust Fairport's iShares US Real Estate ETF position peaked at $13K in Q3 2018.
  • 429 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q4 2018.

Based on WealthTrust Fairport's 13F filing for Q4 2018, filed 25 Feb 2019.