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

Willingdon 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
2019
Q2 		– Sell
-88
Closed -$8K – 341
2019
Q1 		$8K Sell
88
-264
-75% -$21.8K ﹤0.01% 252
2018
Q4 		$26K Buy
+352
New +$27.7K 0.01% 218
2018
Q2 		– Sell
-22
Closed -$2K – 338
2018
Q1 		$2K Buy
+22
New +$1.67K ﹤0.01% 321

Other funds holding IYR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 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
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Willingdon Wealth Management's IYR Position: Q2 2019 in Review

Willingdon Wealth Management sold out of iShares US Real Estate ETF (IYR) in Q2 2019, closing a stake of 88 shares — an estimated $8K sold.

Willingdon Wealth Management first reported a position in IYR in Q1 2018 and held it in 3 quarters. The position peaked at $26K in Q4 2018. 443 funds tracked by Wall St. Rank hold IYR as of Q2 2019.

  • Willingdon Wealth Management reported no remaining iShares US Real Estate ETF position as of Q2 2019 after selling out during the quarter.
  • Willingdon Wealth Management sold 88 iShares US Real Estate ETF shares in Q2 2019, an estimated $8K.
  • Willingdon Wealth Management first reported a position in iShares US Real Estate ETF in Q1 2018 and held it in 3 quarters.
  • Willingdon Wealth Management's iShares US Real Estate ETF position peaked at $26K in Q4 2018.
  • 443 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2019.

Based on Willingdon Wealth Management's 13F filing for Q2 2019, filed 1 Aug 2019.