Westside Investment Management’s iShares US Real Estate ETF IYR Stock Holding History

Westside Investment 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 Q2	–	Sell	-220	Closed	-$15	–	676
2020 Q1	$15	Buy	+220	New	+$19.5K	﹤0.01%	423
2019 Q2	$19	Buy	+220	New	+$19.3K	﹤0.01%	395
2018 Q4	$16.5K	Buy	+220	New	+$17.3K	0.01%	395
2018 Q3	–	Sell	-220	Closed	-$17.6K	–	786
2018 Q2	$17.6K	Hold	220	–	–	0.01%	433
2018 Q1	$16.4K	Sell	220 -54	-20%	-$4.1K	0.01%	424
2017 Q4	$21.9K	Buy	274 +1	+0.4%	+$81	0.01%	394
2017 Q3	$22K	Buy	273 +35	+15%	+$2.81K	0.01%	370
2017 Q2	$18.6K	Buy	238 +35	+17%	+$2.78K	0.01%	398
2017 Q1	$15.9K	Buy	+203	New	+$15.8K	0.01%	395

Other funds holding IYR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return

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

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Paloma Partners Greenwich, Connecticut $510M AUM 286.05% 1-Year Est. Return

Westside Investment Management's IYR Position: Q2 2020 in Review

Westside Investment Management sold out of iShares US Real Estate ETF (IYR) in Q2 2020, closing a stake of 220 shares — an estimated $15 sold.

Westside Investment Management first reported a position in IYR in Q1 2017 and held it in 9 quarters. The position peaked at $22K in Q3 2017. 416 funds tracked by Wall St. Rank hold IYR as of Q2 2020.

Westside Investment Management reported no remaining iShares US Real Estate ETF position as of Q2 2020 after selling out during the quarter.
Westside Investment Management sold 220 iShares US Real Estate ETF shares in Q2 2020, an estimated $15.
Westside Investment Management first reported a position in iShares US Real Estate ETF in Q1 2017 and held it in 9 quarters.
Westside Investment Management's iShares US Real Estate ETF position peaked at $22K in Q3 2017.
416 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2020.

Based on Westside Investment Management's 13F filing for Q2 2020, filed 21 Jul 2020.