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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.53B AUM 37.62% 1-Year Est. Return

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Stearns Financial Services Group's IYR Position: Q3 2020 in Review

Stearns Financial Services Group increased its iShares US Real Estate ETF (IYR) stake by 0.47% in Q3 2020, buying an estimated $162 and bringing the position to 432 shares worth $34K. The position accounts for 0.01% of the portfolio, ranked #183.

Stearns Financial Services Group first reported a position in IYR in Q3 2018 and has held it in 9 quarters since. The position peaked at $43K in Q4 2019. 392 funds tracked by Wall St. Rank hold IYR as of Q3 2020.

Stearns Financial Services Group held 432 shares of iShares US Real Estate ETF worth $34K as of Q3 2020.
Stearns Financial Services Group bought 2 iShares US Real Estate ETF shares in Q3 2020, an estimated $162.
iShares US Real Estate ETF made up 0.01% of Stearns Financial Services Group's portfolio in Q3 2020, its #183 holding.
Stearns Financial Services Group first reported a position in iShares US Real Estate ETF in Q3 2018 and has held it in 9 quarters since.
Stearns Financial Services Group's iShares US Real Estate ETF position peaked at $43K in Q4 2019.
392 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2020.

Based on Stearns Financial Services Group's 13F filing for Q3 2020, filed 30 Oct 2020.