AGAM
Audent Global Asset Management’s iShares US Real Estate ETF IYR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $412K | Buy |
4,351
+47
| +1% | +$4.45K | 0.29% | 47 |
|
|
2025
Q1 | $412K | Sell |
4,304
-1,330
| -24% | -$127K | 0.34% | 44 |
|
|
2024
Q4 | $524K | Buy |
5,634
+877
| +18% | +$81.6K | 0.34% | 45 |
|
|
2024
Q3 | $485K | Buy |
4,757
+82
| +2% | +$8.35K | 0.83% | 28 |
|
|
2024
Q2 | $410K | Buy |
4,675
+84
| +2% | +$7.37K | 0.43% | 43 |
|
|
2024
Q1 | $413K | Buy |
4,591
+75
| +2% | +$6.74K | 0.42% | 42 |
|
|
2023
Q4 | $413K | Buy |
4,516
+268
| +6% | +$24.5K | 0.49% | 42 |
|
|
2023
Q3 | $332K | Sell |
4,248
-577
| -12% | -$45.1K | 0.24% | 46 |
|
|
2023
Q2 | $418K | Sell |
4,825
-20
| -0.4% | -$1.73K | 0.35% | 42 |
|
|
2023
Q1 | $411K | Sell |
4,845
-1,287
| -21% | -$109K | 0.58% | 35 |
|
|
2022
Q4 | $516K | Sell |
6,132
-76
| -1% | -$6.4K | 0.88% | 23 |
|
|
2022
Q3 | $505K | Sell |
6,208
-15
| -0.2% | -$1.22K | 0.69% | 34 |
|
|
2022
Q2 | $572K | Sell |
6,223
-2,169
| -26% | -$199K | 0.4% | 36 |
|
|
2022
Q1 | $908K | Sell |
8,392
-850
| -9% | -$92K | 0.5% | 38 |
|
|
2021
Q4 | $1.07M | Buy |
+9,242
| New | +$1.07M | 0.45% | 39 |
|