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Western Wealth Management’s iShares US Real Estate ETF IYR Stock Holding History

Western Wealth 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
2020
Q1 		– Sell
-8,958
Closed -$834K – 397
2019
Q4 		$834K Buy
8,958
+138
+2% +$12.8K 0.13% 157
2019
Q3 		$824K Buy
8,820
+52
+0.6% +$4.74K 0.17% 136
2019
Q2 		$767K Sell
8,768
-1,654
-16% -$145K 0.1% 163
2019
Q1 		$906K Buy
10,422
+341
+3% +$28.2K 0.2% 125
2018
Q4 		$755K Buy
+10,081
New +$792K 0.2% 126

Other funds holding IYR

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
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
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Western Wealth Management's IYR Position: Q1 2020 in Review

Western Wealth Management sold out of iShares US Real Estate ETF (IYR) in Q1 2020, closing a stake of 8,958 shares — an estimated $834K sold.

Western Wealth Management first reported a position in IYR in Q4 2018 and held it in 5 quarters. The position peaked at $906K in Q1 2019. 447 funds tracked by Wall St. Rank hold IYR as of Q1 2020.

  • Western Wealth Management reported no remaining iShares US Real Estate ETF position as of Q1 2020 after selling out during the quarter.
  • Western Wealth Management sold 8,958 iShares US Real Estate ETF shares in Q1 2020, an estimated $834K.
  • Western Wealth Management first reported a position in iShares US Real Estate ETF in Q4 2018 and held it in 5 quarters.
  • Western Wealth Management's iShares US Real Estate ETF position peaked at $906K in Q1 2019.
  • 447 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2020.

Based on Western Wealth Management's 13F filing for Q1 2020, filed 27 Apr 2020.