Wilbanks Smith & Thomas Asset Management’s iShares US Real Estate ETF IYR Stock Holding History

Wilbanks Smith & Thomas Asset 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	-4,123	Closed	-$384K	–	407
2019 Q4	$384K	Buy	+4,123	New	+$382K	0.02%	289
2018 Q4	–	Sell	-110	Closed	-$9K	–	843
2018 Q3	$9K	Buy	+110	New	+$8.97K	﹤0.01%	1073
2015 Q2	–	Sell	-12,007	Closed	-$952K	–	314
2015 Q1	$952K	Buy	+12,007	New	+$960K	0.09%	122

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

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 Paris, France $206B AUM 31.61% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's IYR Position: Q1 2020 in Review

Wilbanks Smith & Thomas Asset Management sold out of iShares US Real Estate ETF (IYR) in Q1 2020, closing a stake of 4,123 shares — an estimated $384K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in IYR in Q1 2015 and held it in 3 quarters. The position peaked at $952K in Q1 2015. 447 funds tracked by Wall St. Rank hold IYR as of Q1 2020.

Wilbanks Smith & Thomas Asset Management reported no remaining iShares US Real Estate ETF position as of Q1 2020 after selling out during the quarter.
Wilbanks Smith & Thomas Asset Management sold 4,123 iShares US Real Estate ETF shares in Q1 2020, an estimated $384K.
Wilbanks Smith & Thomas Asset Management first reported a position in iShares US Real Estate ETF in Q1 2015 and held it in 3 quarters.
Wilbanks Smith & Thomas Asset Management's iShares US Real Estate ETF position peaked at $952K in Q1 2015.
447 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2020.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q1 2020, filed 6 May 2020.