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WFG Advisors’s iShares US Real Estate ETF IYR Stock Holding History

WFG Advisors’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
2017
Q2 		$31K Buy
384
+129
+51% +$10.3K 0.01% 830
2017
Q1 		$20K Sell
255
-177
-41% -$13.8K 0.01% 885
2016
Q4 		$33K Sell
432
-1,126
-72% -$85.6K 0.01% 816
2016
Q3 		$126K Buy
1,558
+114
+8% +$9.44K 0.03% 471
2016
Q2 		$119K Buy
1,444
+1,287
+820% +$101K 0.03% 458
2016
Q1 		$12K Buy
157
+1
+0.6% +$73 ﹤0.01% 1009
2015
Q4 		$12K Buy
156
+3
+2% +$224 ﹤0.01% 1034
2015
Q3 		$11K Hold
153
– – ﹤0.01% 1071
2015
Q2 		$11K Sell
153
-1,864
-92% -$141K ﹤0.01% 1163
2015
Q1 		$160K Sell
2,017
-976
-33% -$78.1K 0.04% 409
2014
Q4 		$230K Buy
2,993
+65
+2% +$4.86K 0.05% 386
2014
Q3 		$203K Buy
2,928
+151
+5% +$10.9K 0.04% 444
2014
Q2 		$199K Buy
2,777
+1,776
+177% +$125K 0.04% 449
2014
Q1 		$68K Sell
1,001
-134
-12% -$8.89K 0.01% 780
2013
Q4 		$72K Sell
1,135
-903
-44% -$58.2K 0.01% 869
2013
Q3 		$130K Sell
2,038
-2,079
-50% -$136K 0.02% 618
2013
Q2 		$273K Buy
+4,117
New +$291K 0.05% 389

Other funds holding IYR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return
TIAAOA
Teachers Insurance & Annuity Association of America New York $79.7M AUM 12.35% 1-Year Est. Return

WFG Advisors's IYR Position: Q2 2017 in Review

WFG Advisors increased its iShares US Real Estate ETF (IYR) stake by 51% in Q2 2017, buying an estimated $10.3K and bringing the position to 384 shares worth $31K. The position accounts for 0.01% of the portfolio, ranked #830.

WFG Advisors first reported a position in IYR in Q2 2013 and has held it in 17 quarters since. The position peaked at $273K in Q2 2013. 345 funds tracked by Wall St. Rank hold IYR as of Q2 2017.

  • WFG Advisors held 384 shares of iShares US Real Estate ETF worth $31K as of Q2 2017.
  • WFG Advisors bought 129 iShares US Real Estate ETF shares in Q2 2017, an estimated $10.3K.
  • iShares US Real Estate ETF made up 0.01% of WFG Advisors's portfolio in Q2 2017, its #830 holding.
  • WFG Advisors first reported a position in iShares US Real Estate ETF in Q2 2013 and has held it in 17 quarters since.
  • WFG Advisors's iShares US Real Estate ETF position peaked at $273K in Q2 2013.
  • 345 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.