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

Community 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
2021
Q1 		– Sell
-235
Closed -$20K – 489
2020
Q4 		$20K Sell
235
-1,232
-84% -$103K ﹤0.01% 350
2020
Q3 		$117K Sell
1,467
-414
-22% -$33.4K 0.02% 255
2020
Q2 		$148K Buy
+1,881
New +$143K 0.02% 246

Other funds holding IYR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.53B AUM 37.62% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Community Bank's IYR Position: Q1 2021 in Review

Community Bank sold out of iShares US Real Estate ETF (IYR) in Q1 2021, closing a stake of 235 shares — an estimated $20K sold.

Community Bank first reported a position in IYR in Q2 2020 and held it in 3 quarters. The position peaked at $148K in Q2 2020. 437 funds tracked by Wall St. Rank hold IYR as of Q1 2021.

  • Community Bank reported no remaining iShares US Real Estate ETF position as of Q1 2021 after selling out during the quarter.
  • Community Bank sold 235 iShares US Real Estate ETF shares in Q1 2021, an estimated $20K.
  • Community Bank first reported a position in iShares US Real Estate ETF in Q2 2020 and held it in 3 quarters.
  • Community Bank's iShares US Real Estate ETF position peaked at $148K in Q2 2020.
  • 437 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2021.

Based on Community Bank's 13F filing for Q1 2021, filed 4 May 2021.