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

First Citizens 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
2024 Q1	–	Sell	-26,101	Closed	-$2.39M	–	445
2023 Q4	$2.39M	Buy	+26,101	New	+$2.14M	0.04%	150
2013 Q4	–	Sell	-4,051	Closed	-$258K	–	566
2013 Q3	$258K	Hold	4,051	–	–	0.01%	960
2013 Q2	$269K	Buy	+4,051	New	+$286K	0.01%	918

Other funds holding IYR

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

CWM

CIBC World Markets New York $20.8B AUM

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

First Citizens Bank & Trust's IYR Position: Q1 2024 in Review

First Citizens Bank & Trust sold out of iShares US Real Estate ETF (IYR) in Q1 2024, closing a stake of 26,101 shares — an estimated $2.39M sold.

First Citizens Bank & Trust first reported a position in IYR in Q2 2013 and held it in 3 quarters. The position peaked at $2.39M in Q4 2023. 472 funds tracked by Wall St. Rank hold IYR as of Q1 2024.

First Citizens Bank & Trust reported no remaining iShares US Real Estate ETF position as of Q1 2024 after selling out during the quarter.
First Citizens Bank & Trust sold 26,101 iShares US Real Estate ETF shares in Q1 2024, an estimated $2.39M.
First Citizens Bank & Trust first reported a position in iShares US Real Estate ETF in Q2 2013 and held it in 3 quarters.
First Citizens Bank & Trust's iShares US Real Estate ETF position peaked at $2.39M in Q4 2023.
472 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2024.

Based on First Citizens Bank & Trust's 13F filing for Q1 2024, filed 15 Apr 2024.