First National Bank of South Miami’s iShares US Real Estate ETF IYR Stock Holding History

First National Bank of South Miami’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
2022 Q3	–	Sell	-144	Closed	-$13K	–	282
2022 Q2	$13K	Sell	144 -60	-29%	-$5.98K	0.01%	249
2022 Q1	$22K	Sell	204 -60	-23%	-$6.33K	0.01%	254
2021 Q4	$31K	Buy	+264	New	+$28.9K	0.02%	250

Other funds holding IYR

CWM

CIBC World Markets New York $20.8B AUM

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

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

First National Bank of South Miami's IYR Position: Q3 2022 in Review

First National Bank of South Miami sold out of iShares US Real Estate ETF (IYR) in Q3 2022, closing a stake of 144 shares — an estimated $13K sold.

First National Bank of South Miami first reported a position in IYR in Q4 2021 and held it in 3 quarters. The position peaked at $31K in Q4 2021. 498 funds tracked by Wall St. Rank hold IYR as of Q3 2022.

First National Bank of South Miami reported no remaining iShares US Real Estate ETF position as of Q3 2022 after selling out during the quarter.
First National Bank of South Miami sold 144 iShares US Real Estate ETF shares in Q3 2022, an estimated $13K.
First National Bank of South Miami first reported a position in iShares US Real Estate ETF in Q4 2021 and held it in 3 quarters.
First National Bank of South Miami's iShares US Real Estate ETF position peaked at $31K in Q4 2021.
498 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2022.

Based on First National Bank of South Miami's 13F filing for Q3 2022, filed 31 Oct 2022.