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

Eastern 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 Q3	$12.5K	Hold	132	–	–	﹤0.01%	890
2026 Q2	$13.5K	Hold	132	–	–	﹤0.01%	830
2026 Q1	$12.5K	Hold	132	–	–	﹤0.01%	806
2025 Q4	$12.4K	Hold	132	–	–	﹤0.01%	837
2025 Q3	$12.8K	Hold	132	–	–	﹤0.01%	793
2025 Q2	$12.5K	Hold	132	–	–	﹤0.01%	733
2025 Q1	$12.6K	Hold	132	–	–	﹤0.01%	760
2024 Q4	$12.3K	Hold	132	–	–	﹤0.01%	758
2024 Q3	$13.4K	Buy	+132	New	+$12.7K	﹤0.01%	733

Other funds holding IYR

LPT

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

FCFC

First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

EWP

Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

Ballew Advisors Jackson, Mississippi $201M AUM 10.31% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

CFP

Cypress Financial Planning Haddon Heights, New Jersey $373M AUM 6.05% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

TMWM

Taylor & Morgan Wealth Management Flint, Michigan $208M AUM 15.78% 1-Year Est. Return

Eastern Bank's IYR Position: Q3 2026 in Review

Eastern Bank held its iShares US Real Estate ETF (IYR) position steady in Q3 2026 at 132 shares worth $12.5K. The position accounts for ﹤0.01% of the portfolio, ranked #890.

Eastern Bank first reported a position in IYR in Q3 2024 and has held it in 9 quarters since. The position peaked at $13.5K in Q2 2026. 21 funds tracked by Wall St. Rank hold IYR as of Q3 2026.

Eastern Bank held 132 shares of iShares US Real Estate ETF worth $12.5K as of Q3 2026.
Eastern Bank left its iShares US Real Estate ETF share count unchanged in Q3 2026.
iShares US Real Estate ETF made up ﹤0.01% of Eastern Bank's portfolio in Q3 2026, its #890 holding.
Eastern Bank first reported a position in iShares US Real Estate ETF in Q3 2024 and has held it in 9 quarters since.
Eastern Bank's iShares US Real Estate ETF position peaked at $13.5K in Q2 2026.
21 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2026.

Based on Eastern Bank's 13F filing for Q3 2026, filed 5 Oct 2026.