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Stearns Financial Services Group’s iShares US Real Estate ETF IYR Stock Holding History

Stearns Financial Services Group’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 		$34K Buy
432
+2
+0.5% +$162 0.01% 183
2020
Q2 		$34K Sell
430
-35
-8% -$2.65K 0.01% 167
2020
Q1 		$32K Hold
465
– – 0.01% 162
2019
Q4 		$43K Buy
465
+5
+1% +$464 0.01% 158
2019
Q3 		$43K Buy
460
+1
+0.2% +$91 0.01% 152
2019
Q2 		$40K Buy
459
+2
+0.4% +$175 0.01% 146
2019
Q1 		$40K Buy
457
+2
+0.4% +$165 0.01% 150
2018
Q4 		$34K Sell
455
-31
-6% -$2.44K 0.01% 152
2018
Q3 		$39K Buy
+486
New +$39.6K 0.01% 148

Other funds holding IYR

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 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 $11.5B AUM 18.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return