City State Bank’s iShares US Real Estate ETF IYR Stock Holding History

City State 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
2026 Q2	$6.13K	Hold	60	–	–	﹤0.01%	615
2026 Q1	$5.67K	Hold	60	–	–	﹤0.01%	597
2025 Q4	$5.63K	Hold	60	–	–	﹤0.01%	585
2025 Q3	$5.83K	Hold	60	–	–	﹤0.01%	563
2025 Q2	$5.69K	Hold	60	–	–	﹤0.01%	564
2025 Q1	$5.75K	Hold	60	–	–	﹤0.01%	565
2024 Q4	$5.58K	Hold	60	–	–	﹤0.01%	556
2024 Q3	$6.11K	Hold	60	–	–	﹤0.01%	549
2024 Q2	$5.26K	Hold	60	–	–	﹤0.01%	549
2024 Q1	$5K	Hold	60	–	–	﹤0.01%	576
2023 Q4	$5K	Hold	60	–	–	﹤0.01%	550
2023 Q3	$5K	Hold	60	–	–	﹤0.01%	549
2023 Q2	$5K	Sell	60 -10	-14%	-$840	﹤0.01%	561
2023 Q1	$6K	Sell	70 -6	-8%	-$525	﹤0.01%	541
2022 Q4	$6K	Hold	76	–	–	﹤0.01%	515
2022 Q3	$6K	Hold	76	–	–	﹤0.01%	504
2022 Q2	$7K	Hold	76	–	–	﹤0.01%	496
2022 Q1	$8K	Hold	76	–	–	﹤0.01%	501
2021 Q4	$9K	Buy	+76	New	+$8.33K	0.01%	487

Other funds holding IYR

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Dogwood Wealth Management Lenexa, Kansas $253M AUM 19.41% 1-Year Est. Return

First Financial Corp Terre Haute, Indiana $289M AUM 28.65% 1-Year Est. Return

First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return

Upper Left Wealth Management Tampa, Florida $180M AUM 11.79% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return