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

Central Trust Company’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
2023 Q2	–	Sell	-153	Closed	-$13K	–	1265
2023 Q1	$13K	Sell	153 -1,747	-92%	-$153K	﹤0.01%	1008
2022 Q4	$160K	Sell	1,900 -741	-28%	-$62.2K	﹤0.01%	558
2022 Q3	$215K	Buy	2,641 +2,366	+860%	+$224K	0.01%	513
2022 Q2	$25K	Buy	+275	New	+$27.4K	﹤0.01%	897
2022 Q1	–	Sell	-39	Closed	-$5K	–	1421
2021 Q4	$5K	Buy	+39	New	+$4.27K	﹤0.01%	1132
2020 Q2	–	Sell	-589	Closed	-$41K	–	1104
2020 Q1	$41K	Sell	589 -4	-0.7%	-$354	﹤0.01%	642
2019 Q4	$55K	Buy	+593	New	+$55K	﹤0.01%	658
2017 Q1	–	Sell	-140	Closed	-$11K	–	1175
2016 Q4	$11K	Sell	140 -100	-42%	-$7.6K	﹤0.01%	981
2016 Q3	$19K	Sell	240 -254	-51%	-$21K	﹤0.01%	846
2016 Q2	$41K	Hold	494	–	–	﹤0.01%	726
2016 Q1	$38K	Hold	494	–	–	﹤0.01%	745
2015 Q4	$37K	Hold	494	–	–	﹤0.01%	725
2015 Q3	$35K	Hold	494	–	–	﹤0.01%	702
2015 Q2	$35K	Buy	+494	New	+$37.5K	﹤0.01%	741
2014 Q2	–	Sell	-301	Closed	-$20K	–	1193
2014 Q1	$20K	Buy	+301	New	+$20K	﹤0.01%	851

Other funds holding IYR

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

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

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Central Trust Company's IYR Position: Q2 2023 in Review

Central Trust Company sold out of iShares US Real Estate ETF (IYR) in Q2 2023, closing a stake of 153 shares — an estimated $13K sold.

Central Trust Company first reported a position in IYR in Q1 2014 and held it in 15 quarters. The position peaked at $215K in Q3 2022. 481 funds tracked by Wall St. Rank hold IYR as of Q2 2023.

Central Trust Company reported no remaining iShares US Real Estate ETF position as of Q2 2023 after selling out during the quarter.
Central Trust Company sold 153 iShares US Real Estate ETF shares in Q2 2023, an estimated $13K.
Central Trust Company first reported a position in iShares US Real Estate ETF in Q1 2014 and held it in 15 quarters.
Central Trust Company's iShares US Real Estate ETF position peaked at $215K in Q3 2022.
481 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2023.

Based on Central Trust Company's 13F filing for Q2 2023, filed 26 Jul 2023.