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LCNB Corp’s iShares US Real Estate ETF IYR Stock Holding History

LCNB Corp’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
-2,197
Closed -$201K – 182
2023
Q4 		$201K Buy
+2,197
New +$180K 0.08% 174
2022
Q4 		– Sell
-2,707
Closed -$220K – 175
2022
Q3 		$220K Hold
2,707
– – 0.12% 154
2022
Q2 		$249K Hold
2,707
– – 0.13% 143
2022
Q1 		$293K Hold
2,707
– – 0.14% 139
2021
Q4 		$314K Hold
2,707
– – 0.14% 129
2021
Q3 		$277K Hold
2,707
– – 0.14% 129
2021
Q2 		$276K Hold
2,707
– – 0.14% 131
2021
Q1 		$249K Hold
2,707
– – 0.14% 138
2020
Q4 		$229K Buy
+2,707
New +$225K 0.13% 137

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
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

LCNB Corp's IYR Position: Q1 2024 in Review

LCNB Corp sold out of iShares US Real Estate ETF (IYR) in Q1 2024, closing a stake of 2,197 shares — an estimated $201K sold.

LCNB Corp first reported a position in IYR in Q4 2020 and held it in 9 quarters. The position peaked at $314K in Q4 2021. 472 funds tracked by Wall St. Rank hold IYR as of Q1 2024.

  • LCNB Corp reported no remaining iShares US Real Estate ETF position as of Q1 2024 after selling out during the quarter.
  • LCNB Corp sold 2,197 iShares US Real Estate ETF shares in Q1 2024, an estimated $201K.
  • LCNB Corp first reported a position in iShares US Real Estate ETF in Q4 2020 and held it in 9 quarters.
  • LCNB Corp's iShares US Real Estate ETF position peaked at $314K in Q4 2021.
  • 472 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2024.

Based on LCNB Corp's 13F filing for Q1 2024, filed 10 May 2024.