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

Sunflower Bank’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
2022
Q2 		– Sell
-4,736
Closed -$513K – 172
2022
Q1 		$513K Hold
4,736
– – 0.07% 115
2021
Q4 		$550K Buy
4,736
+85
+2% +$9.31K 0.07% 110
2021
Q3 		$476K Sell
4,651
-50
-1% -$5.32K 0.07% 115
2021
Q2 		$479K Sell
4,701
-988
-17% -$98.1K 0.07% 124
2021
Q1 		$523K Hold
5,689
– – 0.09% 110
2020
Q4 		$487K Buy
+5,689
New +$474K 0.08% 114

Other funds holding IYR

Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CWM
CIBC World Markets New York $20.8B AUM
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
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
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Sunflower Bank's IYR Position: Q2 2022 in Review

Sunflower Bank sold out of iShares US Real Estate ETF (IYR) in Q2 2022, closing a stake of 4,736 shares — an estimated $513K sold.

Sunflower Bank first reported a position in IYR in Q4 2020 and held it in 6 quarters. The position peaked at $550K in Q4 2021. 521 funds tracked by Wall St. Rank hold IYR as of Q2 2022.

  • Sunflower Bank reported no remaining iShares US Real Estate ETF position as of Q2 2022 after selling out during the quarter.
  • Sunflower Bank sold 4,736 iShares US Real Estate ETF shares in Q2 2022, an estimated $513K.
  • Sunflower Bank first reported a position in iShares US Real Estate ETF in Q4 2020 and held it in 6 quarters.
  • Sunflower Bank's iShares US Real Estate ETF position peaked at $550K in Q4 2021.
  • 521 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2022.

Based on Sunflower Bank's 13F filing for Q2 2022, filed 13 Sep 2022.