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

Chicago 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
2022
Q3 		– Sell
-3,000
Closed -$276K – 303
2022
Q2 		$276K Hold
3,000
– – 0.07% 240
2022
Q1 		$325K Sell
3,000
-8
-0.3% -$844 0.07% 244
2021
Q4 		$349K Hold
3,008
– – 0.07% 253
2021
Q3 		$308K Buy
+3,008
New +$320K 0.07% 252

Other funds holding IYR

CWM
CIBC World Markets New York $20.8B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Chicago Trust's IYR Position: Q3 2022 in Review

Chicago Trust sold out of iShares US Real Estate ETF (IYR) in Q3 2022, closing a stake of 3,000 shares — an estimated $276K sold.

Chicago Trust first reported a position in IYR in Q3 2021 and held it in 4 quarters. The position peaked at $349K in Q4 2021. 498 funds tracked by Wall St. Rank hold IYR as of Q3 2022.

  • Chicago Trust reported no remaining iShares US Real Estate ETF position as of Q3 2022 after selling out during the quarter.
  • Chicago Trust sold 3,000 iShares US Real Estate ETF shares in Q3 2022, an estimated $276K.
  • Chicago Trust first reported a position in iShares US Real Estate ETF in Q3 2021 and held it in 4 quarters.
  • Chicago Trust's iShares US Real Estate ETF position peaked at $349K in Q4 2021.
  • 498 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2022.

Based on Chicago Trust's 13F filing for Q3 2022, filed 13 Oct 2022.