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Wilmington Trust’s iShares US Real Estate ETF IYR Stock Holding History

Wilmington Trust’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
2014
Q2 		$1.83M Sell
25,518
-80
-0.3% -$5.63K 0.03% 280
2014
Q1 		$1.73M Sell
25,598
-12,429
-33% -$825K 0.03% 272
2013
Q4 		$2.4M Hold
38,027
– – 0.04% 227
2013
Q3 		$2.43M Sell
38,027
-775
-2% -$50.6K 0.04% 220
2013
Q2 		$2.58M Buy
+38,802
New +$2.74M 0.05% 200

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Wilmington Trust's IYR Position: Q2 2014 in Review

Wilmington Trust reduced its iShares US Real Estate ETF (IYR) stake by 0.31% in Q2 2014, selling an estimated $5.63K and leaving 25,518 shares worth $1.83M. The position accounts for 0.03% of the portfolio, ranked #280.

Wilmington Trust first reported a position in IYR in Q2 2013 and has held it in 5 quarters since. The position peaked at $2.58M in Q2 2013. 299 funds tracked by Wall St. Rank hold IYR as of Q2 2014.

  • Wilmington Trust held 25,518 shares of iShares US Real Estate ETF worth $1.83M as of Q2 2014.
  • Wilmington Trust sold 80 iShares US Real Estate ETF shares in Q2 2014, an estimated $5.63K.
  • iShares US Real Estate ETF made up 0.03% of Wilmington Trust's portfolio in Q2 2014, its #280 holding.
  • Wilmington Trust first reported a position in iShares US Real Estate ETF in Q2 2013 and has held it in 5 quarters since.
  • Wilmington Trust's iShares US Real Estate ETF position peaked at $2.58M in Q2 2013.
  • 299 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2014.

Based on Wilmington Trust's 13F filing for Q2 2014, filed 13 Aug 2014.