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ZWJ Investment Counsel’s iShares US Real Estate ETF IYR Stock Holding History

ZWJ Investment Counsel’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
-11,000
Closed -$765K – 170
2020
Q1 		$765K Hold
11,000
– – 0.07% 112
2019
Q4 		$1.02M Buy
+11,000
New +$1.02M 0.07% 110
2018
Q1 		– Sell
-10,000
Closed -$810K – 224
2017
Q4 		$810K Buy
10,000
+1,000
+11% +$81.2K 0.06% 125
2017
Q3 		$719K Hold
9,000
– – 0.06% 130
2017
Q2 		$718K Hold
9,000
– – 0.06% 133
2017
Q1 		$706K Buy
+9,000
New +$702K 0.06% 134

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
PP
Paloma Partners Greenwich, Connecticut $510M AUM 286.05% 1-Year Est. Return

ZWJ Investment Counsel's IYR Position: Q2 2020 in Review

ZWJ Investment Counsel sold out of iShares US Real Estate ETF (IYR) in Q2 2020, closing a stake of 11,000 shares — an estimated $765K sold.

ZWJ Investment Counsel first reported a position in IYR in Q1 2017 and held it in 6 quarters. The position peaked at $1.02M in Q4 2019. 416 funds tracked by Wall St. Rank hold IYR as of Q2 2020.

  • ZWJ Investment Counsel reported no remaining iShares US Real Estate ETF position as of Q2 2020 after selling out during the quarter.
  • ZWJ Investment Counsel sold 11,000 iShares US Real Estate ETF shares in Q2 2020, an estimated $765K.
  • ZWJ Investment Counsel first reported a position in iShares US Real Estate ETF in Q1 2017 and held it in 6 quarters.
  • ZWJ Investment Counsel's iShares US Real Estate ETF position peaked at $1.02M in Q4 2019.
  • 416 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2020.

Based on ZWJ Investment Counsel's 13F filing for Q2 2020, filed 28 Jul 2020.