Enterprise Bank & Trust’s iShares US Real Estate ETF IYR Stock Holding History

Enterprise Bank & 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
2025 Q2	$317K	Sell	3,350 -175	-5%	-$16.3K	0.12%	102
2025 Q1	$338K	Hold	3,525	–	–	0.13%	100
2024 Q4	$328K	Hold	3,525	–	–	0.11%	101
2024 Q3	$359K	Hold	3,525	–	–	0.12%	94
2024 Q2	$309K	Hold	3,525	–	–	0.11%	96
2024 Q1	$317K	Hold	3,525	–	–	0.11%	96
2023 Q4	$322K	Hold	3,525	–	–	0.11%	94
2023 Q3	$275K	Hold	3,525	–	–	0.11%	90
2023 Q2	$305K	Hold	3,525	–	–	0.12%	95
2023 Q1	$299K	Hold	3,525	–	–	0.13%	85
2022 Q4	$297K	Hold	3,525	–	–	0.14%	84
2022 Q3	$287K	Hold	3,525	–	–	0.15%	77
2022 Q2	$324K	Hold	3,525	–	–	0.15%	76
2022 Q1	$381K	Hold	3,525	–	–	0.15%	75
2021 Q4	$409K	Hold	3,525	–	–	0.14%	76
2021 Q3	$361K	Hold	3,525	–	–	0.14%	73
2021 Q2	$359K	Hold	3,525	–	–	0.14%	71
2021 Q1	$324K	Hold	3,525	–	–	0.14%	70
2020 Q4	$302K	Hold	3,525	–	–	0.13%	76
2020 Q3	$281K	Hold	3,525	–	–	0.13%	71
2020 Q2	$278K	Hold	3,525	–	–	0.14%	71
2020 Q1	$245K	Hold	3,525	–	–	0.14%	71
2019 Q4	$328K	Hold	3,525	–	–	0.15%	77
2019 Q3	$330K	Hold	3,525	–	–	0.16%	74
2019 Q2	$308K	Hold	3,525	–	–	0.16%	70
2019 Q1	$307K	Buy	+3,525	New	+$291K	0.13%	84

Other funds holding IYR

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

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

CWM

CIBC World Markets New York $20.8B AUM

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

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

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

Enterprise Bank & Trust's IYR Position: Q2 2025 in Review

Enterprise Bank & Trust reduced its iShares US Real Estate ETF (IYR) stake by 5% in Q2 2025, selling an estimated $16.3K and leaving 3,350 shares worth $317K. The position accounts for 0.12% of the portfolio, ranked #102.

Enterprise Bank & Trust first reported a position in IYR in Q1 2019 and has held it in 26 quarters since. The position peaked at $409K in Q4 2021. 476 funds tracked by Wall St. Rank hold IYR as of Q2 2025.

Enterprise Bank & Trust held 3,350 shares of iShares US Real Estate ETF worth $317K as of Q2 2025.
Enterprise Bank & Trust sold 175 iShares US Real Estate ETF shares in Q2 2025, an estimated $16.3K.
iShares US Real Estate ETF made up 0.12% of Enterprise Bank & Trust's portfolio in Q2 2025, its #102 holding.
Enterprise Bank & Trust first reported a position in iShares US Real Estate ETF in Q1 2019 and has held it in 26 quarters since.
Enterprise Bank & Trust's iShares US Real Estate ETF position peaked at $409K in Q4 2021.
476 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2025.

Based on Enterprise Bank & Trust's 13F filing for Q2 2025, filed 7 Jul 2025.