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Oakworth Capital’s iShares US Real Estate ETF IYR Stock Holding History

Oakworth Capital’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
Q3 		– Sell
-62
Closed -$5K – 590
2020
Q2 		$5K Buy
+62
New +$4.7K ﹤0.01% 471

Other funds holding IYR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Lockheed Martin Investment Management
Lockheed Martin Investment Management Bethesda, Maryland $2.53B AUM 37.62% 1-Year Est. Return
WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Oakworth Capital's IYR Position: Q3 2020 in Review

Oakworth Capital sold out of iShares US Real Estate ETF (IYR) in Q3 2020, closing a stake of 62 shares — an estimated $5K sold.

Oakworth Capital first reported a position in IYR in Q2 2020 and held it in 1 quarter. The position peaked at $5K in Q2 2020. 392 funds tracked by Wall St. Rank hold IYR as of Q3 2020.

  • Oakworth Capital reported no remaining iShares US Real Estate ETF position as of Q3 2020 after selling out during the quarter.
  • Oakworth Capital sold 62 iShares US Real Estate ETF shares in Q3 2020, an estimated $5K.
  • Oakworth Capital first reported a position in iShares US Real Estate ETF in Q2 2020 and held it in 1 quarter.
  • Oakworth Capital's iShares US Real Estate ETF position peaked at $5K in Q2 2020.
  • 392 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2020.

Based on Oakworth Capital's 13F filing for Q3 2020, filed 9 Nov 2020.