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AMG National Trust Bank’s iShares US Real Estate ETF IYR Stock Holding History

AMG National Trust Bank’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
2022
Q2 		– Sell
-1,865
Closed -$202K – 447
2022
Q1 		$202K Hold
1,865
– – 0.01% 440
2021
Q4 		$217K Sell
1,865
-100
-5% -$11K 0.01% 431
2021
Q3 		$201K Sell
1,965
-100
-5% -$10.6K 0.01% 443
2021
Q2 		$211K Sell
2,065
-200
-9% -$19.9K 0.01% 433
2021
Q1 		$208K Buy
+2,265
New +$199K 0.01% 421
2020
Q3 		– Sell
-2,569
Closed -$202K – 441
2020
Q2 		$202K Buy
+2,569
New +$195K 0.01% 405

Other funds holding IYR

Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CWM
CIBC World Markets New York $20.8B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

AMG National Trust Bank's IYR Position: Q2 2022 in Review

AMG National Trust Bank sold out of iShares US Real Estate ETF (IYR) in Q2 2022, closing a stake of 1,865 shares — an estimated $202K sold.

AMG National Trust Bank first reported a position in IYR in Q2 2020 and held it in 6 quarters. The position peaked at $217K in Q4 2021. 521 funds tracked by Wall St. Rank hold IYR as of Q2 2022.

  • AMG National Trust Bank reported no remaining iShares US Real Estate ETF position as of Q2 2022 after selling out during the quarter.
  • AMG National Trust Bank sold 1,865 iShares US Real Estate ETF shares in Q2 2022, an estimated $202K.
  • AMG National Trust Bank first reported a position in iShares US Real Estate ETF in Q2 2020 and held it in 6 quarters.
  • AMG National Trust Bank's iShares US Real Estate ETF position peaked at $217K in Q4 2021.
  • 521 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2022.

Based on AMG National Trust Bank's 13F filing for Q2 2022, filed 5 Aug 2022.