Bank of the West’s iShares US Real Estate ETF IYR Stock Holding History

Bank of the West’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 Q4	$2.12M	Buy	25,145 +13,699	+120%	+$1.15M	0.25%	105
2022 Q3	$932K	Buy	11,446 +227	+2%	+$21.5K	0.12%	130
2022 Q2	$1.03M	Sell	11,219 -1,210	-10%	-$121K	0.13%	123
2022 Q1	$1.34M	Sell	12,429 -2,602	-17%	-$275K	0.14%	125
2021 Q4	$1.75M	Hold	15,031	–	–	0.17%	108
2021 Q3	$1.54M	Buy	15,031 +457	+3%	+$48.6K	0.16%	115
2021 Q2	$1.49M	Sell	14,574 -1,637	-10%	-$162K	0.15%	119
2021 Q1	$1.49M	Sell	16,211 -9,303	-36%	-$816K	0.17%	113
2020 Q4	$2.19M	Sell	25,514 -2,212	-8%	-$184K	0.25%	94
2020 Q3	$2.21M	Sell	27,726 -529	-2%	-$42.7K	0.3%	79
2020 Q2	$2.23M	Sell	28,255 -560	-2%	-$42.4K	0.3%	80
2020 Q1	$2M	Sell	28,815 -2,525	-8%	-$223K	0.31%	83
2019 Q4	$2.92M	Buy	31,340 +1,733	+6%	+$161K	0.34%	81
2019 Q3	$2.77M	Sell	29,607 -9	-0%	-$820	0.33%	80
2019 Q2	$2.59M	Sell	29,616 -825	-3%	-$72.2K	0.3%	90
2019 Q1	$2.65M	Buy	30,441 +2,146	+8%	+$177K	0.31%	90
2018 Q4	$2.12M	Sell	28,295 -2,604	-8%	-$205K	0.26%	106
2018 Q3	$2.47M	Sell	30,899 -2,035	-6%	-$166K	0.29%	98
2018 Q2	$2.65M	Sell	32,934 -2,052	-6%	-$158K	0.33%	92
2018 Q1	$2.64M	Sell	34,986 -9,848	-22%	-$747K	0.33%	91
2017 Q4	$3.63M	Sell	44,834 -1,830	-4%	-$149K	0.45%	77
2017 Q3	$3.73M	Sell	46,664 -3,760	-7%	-$302K	0.47%	76
2017 Q2	$4.02M	Sell	50,424 -3,940	-7%	-$313K	0.52%	66
2017 Q1	$4.27M	Sell	54,364 -216	-0.4%	-$16.9K	0.54%	65
2016 Q4	$4.2M	Sell	54,580 -9,030	-14%	-$686K	0.58%	57
2016 Q3	$5.13M	Buy	63,610 +25,708	+68%	+$2.13M	0.71%	44
2016 Q2	$3.12M	Buy	37,902 +4,983	+15%	+$391K	0.44%	66
2016 Q1	$2.56M	Buy	32,919 +3,374	+11%	+$245K	0.35%	86
2015 Q4	$2.22M	Buy	29,545 +5,068	+21%	+$378K	0.31%	97
2015 Q3	$1.74M	Sell	24,477 -79,631	-76%	-$5.8M	0.28%	103
2015 Q2	$7.42M	Sell	104,108 -928	-0.9%	-$70.4K	1.06%	25
2015 Q1	$8.33M	Buy	105,036 +7,882	+8%	+$631K	1.17%	17
2014 Q4	$7.46M	Buy	97,154 +38,938	+67%	+$2.91M	1.09%	22
2014 Q3	$4.03M	Sell	58,216 -3,154	-5%	-$228K	0.68%	48
2014 Q2	$4.41M	Sell	61,370 -201	-0.3%	-$14.2K	0.69%	47
2014 Q1	$4.17M	Sell	61,571 -83,242	-57%	-$5.52M	0.69%	47
2013 Q4	$9.13M	Buy	144,813 +3,642	+3%	+$235K	1.45%	14
2013 Q3	$9.01M	Buy	141,171 +21,805	+18%	+$1.42M	1.64%	12
2013 Q2	$7.93M	Buy	+119,366	New	+$8.44M	1.49%	14

Other funds holding IYR

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

CWM

CIBC World Markets New York $20.8B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of the West's IYR Position: Q4 2022 in Review

Bank of the West increased its iShares US Real Estate ETF (IYR) stake by 120% in Q4 2022, buying an estimated $1.15M and bringing the position to 25,145 shares worth $2.12M. The position accounts for 0.25% of the portfolio, ranked #105.

Bank of the West first reported a position in IYR in Q2 2013 and has held it in 39 quarters since. The position peaked at $9.13M in Q4 2013. 513 funds tracked by Wall St. Rank hold IYR as of Q4 2022.

Bank of the West held 25,145 shares of iShares US Real Estate ETF worth $2.12M as of Q4 2022.
Bank of the West bought 13,699 iShares US Real Estate ETF shares in Q4 2022, an estimated $1.15M.
iShares US Real Estate ETF made up 0.25% of Bank of the West's portfolio in Q4 2022, its #105 holding.
Bank of the West first reported a position in iShares US Real Estate ETF in Q2 2013 and has held it in 39 quarters since.
Bank of the West's iShares US Real Estate ETF position peaked at $9.13M in Q4 2013.
513 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q4 2022.

Based on Bank of the West's 13F filing for Q4 2022, filed 1 Feb 2023.