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

Union Savings 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
2023 Q3	–	Sell	-757	Closed	-$66.7K	–	302
2023 Q2	$66.7K	Buy	+757	New	+$63.6K	0.04%	197

Other funds holding IYR

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Union Savings Bank's IYR Position: Q3 2023 in Review

Union Savings Bank sold out of iShares US Real Estate ETF (IYR) in Q3 2023, closing a stake of 757 shares — an estimated $66.7K sold.

Union Savings Bank first reported a position in IYR in Q2 2023 and held it in 1 quarter. The position peaked at $66.7K in Q2 2023. 458 funds tracked by Wall St. Rank hold IYR as of Q3 2023.

Union Savings Bank reported no remaining iShares US Real Estate ETF position as of Q3 2023 after selling out during the quarter.
Union Savings Bank sold 757 iShares US Real Estate ETF shares in Q3 2023, an estimated $66.7K.
Union Savings Bank first reported a position in iShares US Real Estate ETF in Q2 2023 and held it in 1 quarter.
Union Savings Bank's iShares US Real Estate ETF position peaked at $66.7K in Q2 2023.
458 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2023.

Based on Union Savings Bank's 13F filing for Q3 2023, filed 24 Oct 2023.