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Audent Global Asset Management’s iShares US Real Estate ETF IYR Stock Holding History

Audent Global Asset 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 		$390K Sell
3,378
-949
-22% -$92.2K 0.39% 43
2025
Q4 		$406K Sell
4,327
-75
-2% -$7.15K 0.26% 43
2025
Q3 		$427K Buy
4,402
+51
+1% +$4.91K 0.31% 41
2025
Q2 		$412K Buy
4,351
+47
+1% +$4.38K 0.29% 47
2025
Q1 		$412K Sell
4,304
-1,330
-24% -$127K 0.34% 44
2024
Q4 		$524K Buy
5,634
+877
+18% +$86.4K 0.34% 45
2024
Q3 		$485K Buy
4,757
+82
+2% +$7.9K 0.83% 28
2024
Q2 		$410K Buy
4,675
+84
+2% +$7.21K 0.43% 43
2024
Q1 		$413K Buy
4,591
+75
+2% +$6.63K 0.42% 42
2023
Q4 		$413K Buy
4,516
+268
+6% +$21.9K 0.49% 42
2023
Q3 		$332K Sell
4,248
-577
-12% -$49.2K 0.24% 56
2023
Q2 		$418K Sell
4,825
-20
-0.4% -$1.68K 0.35% 46
2023
Q1 		$411K Sell
4,845
-1,287
-21% -$113K 0.58% 35
2022
Q4 		$516K Sell
6,132
-76
-1% -$6.38K 0.88% 24
2022
Q3 		$505K Sell
6,208
-15
-0.2% -$1.42K 0.69% 34
2022
Q2 		$572K Sell
6,223
-2,169
-26% -$216K 0.4% 38
2022
Q1 		$908K Sell
8,392
-850
-9% -$89.7K 0.5% 39
2021
Q4 		$1.07M Buy
+9,242
New +$1.01M 0.45% 39

Other funds holding IYR

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return
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
CBU
CIBC Bancorp USA Chicago, Illinois $74.4B AUM
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
IMPI
Ilmarinen Mutual Pension Insurance Helsinki, Finland $12.7B AUM 16.27% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Audent Global Asset Management's IYR Position: Q1 2026 in Review

Audent Global Asset Management reduced its iShares US Real Estate ETF (IYR) stake by 22% in Q1 2026, selling an estimated $92.2K and leaving 3,378 shares worth $390K. The position accounts for 0.39% of the portfolio, ranked #43.

Audent Global Asset Management first reported a position in IYR in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.07M in Q4 2021. 458 funds tracked by Wall St. Rank hold IYR as of Q1 2026.

  • Audent Global Asset Management held 3,378 shares of iShares US Real Estate ETF worth $390K as of Q1 2026.
  • Audent Global Asset Management sold 949 iShares US Real Estate ETF shares in Q1 2026, an estimated $92.2K.
  • iShares US Real Estate ETF made up 0.39% of Audent Global Asset Management's portfolio in Q1 2026, its #43 holding.
  • Audent Global Asset Management first reported a position in iShares US Real Estate ETF in Q4 2021 and has held it in 18 quarters since.
  • Audent Global Asset Management's iShares US Real Estate ETF position peaked at $1.07M in Q4 2021.
  • 458 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2026.

Based on Audent Global Asset Management's 13F filing for Q1 2026, filed 6 May 2026.