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

Abound 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
2026
Q1 		– Sell
-34
Closed -$3.19K – 1554
2025
Q4 		$3.19K Sell
34
-53
-61% -$5.05K ﹤0.01% 771
2025
Q3 		$8.48K Buy
+87
New +$8.37K ﹤0.01% 524

Other funds holding IYR

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $82.3B AUM
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
IMPI
Ilmarinen Mutual Pension Insurance Helsinki, Finland $14.8B AUM 26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Abound Wealth Management's IYR Position: Q1 2026 in Review

Abound Wealth Management sold out of iShares US Real Estate ETF (IYR) in Q1 2026, closing a stake of 34 shares — an estimated $3.19K sold.

Abound Wealth Management first reported a position in IYR in Q3 2025 and held it in 2 quarters. The position peaked at $8.48K in Q3 2025. 460 funds tracked by Wall St. Rank hold IYR as of Q1 2026.

  • Abound Wealth Management reported no remaining iShares US Real Estate ETF position as of Q1 2026 after selling out during the quarter.
  • Abound Wealth Management sold 34 iShares US Real Estate ETF shares in Q1 2026, an estimated $3.19K.
  • Abound Wealth Management first reported a position in iShares US Real Estate ETF in Q3 2025 and held it in 2 quarters.
  • Abound Wealth Management's iShares US Real Estate ETF position peaked at $8.48K in Q3 2025.
  • 460 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2026.

Based on Abound Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.