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

Enterprise Trust & Investment’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
Q4 		– Sell
-860
Closed -$69K – 187
2020
Q3 		$69K Buy
+860
New +$69.5K 0.04% 98

Other funds holding IYR

Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
CWM
CIBC World Markets New York $20.8B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Enterprise Trust & Investment's IYR Position: Q4 2020 in Review

Enterprise Trust & Investment sold out of iShares US Real Estate ETF (IYR) in Q4 2020, closing a stake of 860 shares — an estimated $69K sold.

Enterprise Trust & Investment first reported a position in IYR in Q3 2020 and held it in 1 quarter. The position peaked at $69K in Q3 2020. 430 funds tracked by Wall St. Rank hold IYR as of Q4 2020.

  • Enterprise Trust & Investment reported no remaining iShares US Real Estate ETF position as of Q4 2020 after selling out during the quarter.
  • Enterprise Trust & Investment sold 860 iShares US Real Estate ETF shares in Q4 2020, an estimated $69K.
  • Enterprise Trust & Investment first reported a position in iShares US Real Estate ETF in Q3 2020 and held it in 1 quarter.
  • Enterprise Trust & Investment's iShares US Real Estate ETF position peaked at $69K in Q3 2020.
  • 430 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q4 2020.

Based on Enterprise Trust & Investment's 13F filing for Q4 2020, filed 14 Jan 2021.