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Sunflower Bank Wealth Management’s iShares US Real Estate ETF IYR Stock Holding History

Sunflower Bank Wealth Management’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 		$502K Hold
6,289
– – 0.17% 66
2020
Q2 		$496K Sell
6,289
-900
-13% -$68.2K 0.17% 73
2020
Q1 		$500K Sell
7,189
-970
-12% -$85.8K 0.19% 69
2019
Q4 		$759K Sell
8,159
-85
-1% -$7.88K 0.23% 65
2019
Q3 		$771K Hold
8,244
– – 0.25% 65
2019
Q2 		$720K Sell
8,244
-135
-2% -$11.8K 0.23% 68
2019
Q1 		$729K Sell
8,379
-45
-0.5% -$3.72K 0.22% 70
2018
Q4 		$631K Sell
8,424
-555
-6% -$43.6K 0.2% 72
2018
Q3 		$718K Sell
8,979
-115
-1% -$9.38K 0.2% 75
2018
Q2 		$733K Sell
9,094
-1,420
-14% -$109K 0.21% 74
2018
Q1 		$793K Sell
10,514
-430
-4% -$32.6K 0.22% 72
2017
Q4 		$887K Sell
10,944
-99
-0.9% -$8.04K 0.24% 63
2017
Q3 		$882K Hold
11,043
– – 0.32% 41
2017
Q2 		$881K Sell
11,043
-300
-3% -$23.9K 0.3% 48
2017
Q1 		$890K Hold
11,343
– – 0.3% 47
2016
Q4 		$873K Sell
11,343
-23,895
-68% -$1.82M 0.31% 47
2016
Q3 		$2.84M Buy
35,238
+869
+3% +$71.9K 1.04% 18
2016
Q2 		$2.83M Buy
34,369
+395
+1% +$31K 0.99% 20
2016
Q1 		$2.65M Buy
33,974
+22,715
+202% +$1.65M 0.94% 23
2015
Q4 		$845K Sell
11,259
-25
-0.2% -$1.87K 0.3% 48
2015
Q3 		$801K Sell
11,284
-10
-0.1% -$729 0.29% 50
2015
Q2 		$805K Buy
11,294
+210
+2% +$15.9K 0.27% 51
2015
Q1 		$879K Sell
11,084
-5,265
-32% -$421K 0.29% 54
2014
Q4 		$1.26M Buy
16,349
+3,585
+28% +$268K 0.4% 44
2014
Q3 		$883K Sell
12,764
-44,570
-78% -$3.23M 0.3% 50
2014
Q2 		$4.12M Buy
57,334
+38,228
+200% +$2.69M 1.68% 11
2014
Q1 		$1.29M Buy
19,106
+2,740
+17% +$182K 0.63% 35
2013
Q4 		$1.03M Sell
16,366
-527
-3% -$33.9K 0.52% 40
2013
Q3 		$1.08M Sell
16,893
-683
-4% -$44.6K 0.58% 39
2013
Q2 		$1.17M Buy
+17,576
New +$1.24M 0.63% 33

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

Sunflower Bank Wealth Management's IYR Position: Q3 2020 in Review

Sunflower Bank Wealth Management held its iShares US Real Estate ETF (IYR) position steady in Q3 2020 at 6,289 shares worth $502K. The position accounts for 0.17% of the portfolio, ranked #66.

Sunflower Bank Wealth Management first reported a position in IYR in Q2 2013 and has held it in 30 quarters since. The position peaked at $4.12M in Q2 2014. 392 funds tracked by Wall St. Rank hold IYR as of Q3 2020.

  • Sunflower Bank Wealth Management held 6,289 shares of iShares US Real Estate ETF worth $502K as of Q3 2020.
  • Sunflower Bank Wealth Management left its iShares US Real Estate ETF share count unchanged in Q3 2020.
  • iShares US Real Estate ETF made up 0.17% of Sunflower Bank Wealth Management's portfolio in Q3 2020, its #66 holding.
  • Sunflower Bank Wealth Management first reported a position in iShares US Real Estate ETF in Q2 2013 and has held it in 30 quarters since.
  • Sunflower Bank Wealth Management's iShares US Real Estate ETF position peaked at $4.12M in Q2 2014.
  • 392 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2020.

Based on Sunflower Bank Wealth Management's 13F filing for Q3 2020, filed 23 Oct 2020.