Citizens Financial Group’s iShares US Real Estate ETF IYR Stock Holding History

Citizens Financial Group’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 Q3	–	Sell	-400	Closed	-$32K	–	576
2020 Q2	$32K	Hold	400	–	–	﹤0.01%	548
2020 Q1	$28K	Sell	400 -1,623	-80%	-$144K	﹤0.01%	535
2019 Q4	$188K	Hold	2,023	–	–	0.01%	261
2019 Q3	$189K	Sell	2,023 -143	-7%	-$13K	0.01%	235
2019 Q2	$189K	Sell	2,166 -117	-5%	-$10.2K	0.01%	233
2019 Q1	$199K	Hold	2,283	–	–	0.01%	230
2018 Q4	$171K	Sell	2,283 -614	-21%	-$48.3K	0.02%	209
2018 Q3	$231K	Sell	2,897 -2,689	-48%	-$219K	0.02%	202
2018 Q2	$451K	Hold	5,586	–	–	0.04%	165
2018 Q1	$422K	Hold	5,586	–	–	0.04%	175
2017 Q4	$453K	Hold	5,586	–	–	0.04%	165
2017 Q3	$446K	Hold	5,586	–	–	0.04%	167
2017 Q2	$445K	Hold	5,586	–	–	0.04%	171
2017 Q1	$438K	Hold	5,586	–	–	0.04%	169
2016 Q4	$430K	Hold	5,586	–	–	0.04%	167
2016 Q3	$451K	Sell	5,586 -295	-5%	-$24.4K	0.04%	167
2016 Q2	$485K	Sell	5,881 -607	-9%	-$47.6K	0.05%	165
2016 Q1	$505K	Sell	6,488 -7,715	-54%	-$560K	0.05%	163
2015 Q4	$1.11M	Buy	+14,203	New	+$1.06M	0.11%	108

Other funds holding IYR

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return

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

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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Citizens Financial Group's IYR Position: Q3 2020 in Review

Citizens Financial Group sold out of iShares US Real Estate ETF (IYR) in Q3 2020, closing a stake of 400 shares — an estimated $32K sold.

Citizens Financial Group first reported a position in IYR in Q4 2015 and held it in 19 quarters. The position peaked at $1.11M in Q4 2015. 392 funds tracked by Wall St. Rank hold IYR as of Q3 2020.

Citizens Financial Group reported no remaining iShares US Real Estate ETF position as of Q3 2020 after selling out during the quarter.
Citizens Financial Group sold 400 iShares US Real Estate ETF shares in Q3 2020, an estimated $32K.
Citizens Financial Group first reported a position in iShares US Real Estate ETF in Q4 2015 and held it in 19 quarters.
Citizens Financial Group's iShares US Real Estate ETF position peaked at $1.11M in Q4 2015.
392 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2020.

Based on Citizens Financial Group's 13F filing for Q3 2020, filed 12 Nov 2020.