Zions Bancorporation’s iShares US Real Estate ETF IYR Stock Holding History

Zions Bancorporation’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	-307	Closed	-$33K	–	1112
2022 Q1	$33K	Hold	307	–	–	﹤0.01%	580
2021 Q4	$36K	Hold	307	–	–	﹤0.01%	511
2021 Q3	$31K	Hold	307	–	–	﹤0.01%	521
2021 Q2	$31K	Buy	+307	New	+$30.5K	﹤0.01%	495
2016 Q3	–	Sell	-64	Closed	-$5K	–	862
2016 Q2	$5K	Buy	+64	New	+$5.02K	﹤0.01%	574
2015 Q4	–	Sell	-325	Closed	-$24K	–	864
2015 Q3	$24K	Buy	+325	New	+$23.7K	﹤0.01%	319

Other funds holding IYR

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

CWM

CIBC World Markets New York $20.8B AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

Zions Bancorporation's IYR Position: Q2 2022 in Review

Zions Bancorporation sold out of iShares US Real Estate ETF (IYR) in Q2 2022, closing a stake of 307 shares — an estimated $33K sold.

Zions Bancorporation first reported a position in IYR in Q3 2015 and held it in 6 quarters. The position peaked at $36K in Q4 2021. 521 funds tracked by Wall St. Rank hold IYR as of Q2 2022.

Zions Bancorporation reported no remaining iShares US Real Estate ETF position as of Q2 2022 after selling out during the quarter.
Zions Bancorporation sold 307 iShares US Real Estate ETF shares in Q2 2022, an estimated $33K.
Zions Bancorporation first reported a position in iShares US Real Estate ETF in Q3 2015 and held it in 6 quarters.
Zions Bancorporation's iShares US Real Estate ETF position peaked at $36K in Q4 2021.
521 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2022.

Based on Zions Bancorporation's 13F filing for Q2 2022, filed 5 Aug 2022.