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PGIM Custom Harvest’s iShares US Real Estate ETF IYR Stock Holding History

PGIM Custom Harvest’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
Q2 		$8.3M Buy
81,215
+516
+0.6% +$52.4K 0.1% 62
2026
Q1 		$7.63M Buy
80,699
+9,515
+13% +$924K 0.12% 64
2025
Q4 		$6.68M Sell
71,184
-364,784
-84% -$34.8M 0.1% 63
2025
Q3 		$42.3M Sell
435,968
-1,207
-0.3% -$116K 0.64% 30
2025
Q2 		$41.4M Buy
437,175
+23,697
+6% +$2.21M 0.85% 23
2025
Q1 		$39.6M Buy
413,478
+16,927
+4% +$1.61M 0.95% 22
2024
Q4 		$36.9M Buy
396,551
+4,427
+1% +$436K 0.72% 26
2024
Q3 		$39.9M Sell
392,124
-311
-0.1% -$30K 0.81% 25
2024
Q2 		$34.4M Buy
392,435
+9,858
+3% +$846K 0.77% 27
2024
Q1 		$34.4M Sell
382,577
-776
-0.2% -$68.6K 0.85% 22
2023
Q4 		$35M Buy
383,353
+356,643
+1,335% +$29.2M 1.04% 21
2023
Q3 		$2.09M Buy
26,710
+4,184
+19% +$357K 0.08% 72
2023
Q2 		$1.95M Buy
22,526
+354
+2% +$29.7K 0.07% 73
2023
Q1 		$1.88M Buy
22,172
+8,254
+59% +$722K 0.08% 76
2022
Q4 		$1.17M Buy
+13,918
New +$1.17M 0.05% 91
2021
Q3 		$375K Buy
3,666
+471
+15% +$50.1K 0.06% 142
2021
Q2 		$326K Sell
3,195
-108
-3% -$10.7K 0.06% 133
2021
Q1 		$304K Buy
3,303
+90
+3% +$7.9K 0.07% 128
2020
Q4 		$275K Buy
+3,213
New +$267K 0.09% 107

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $82.3B AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
IMPI
Ilmarinen Mutual Pension Insurance Helsinki, Finland $14.8B AUM 26% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

PGIM Custom Harvest's IYR Position: Q2 2026 in Review

PGIM Custom Harvest increased its iShares US Real Estate ETF (IYR) stake by 0.64% in Q2 2026, buying an estimated $52.4K and bringing the position to 81,215 shares worth $8.3M. The position accounts for 0.1% of the portfolio, ranked #62.

PGIM Custom Harvest first reported a position in IYR in Q4 2020 and has held it in 19 quarters since. The position peaked at $42.3M in Q3 2025. 486 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

  • PGIM Custom Harvest held 81,215 shares of iShares US Real Estate ETF worth $8.3M as of Q2 2026.
  • PGIM Custom Harvest bought 516 iShares US Real Estate ETF shares in Q2 2026, an estimated $52.4K.
  • iShares US Real Estate ETF made up 0.1% of PGIM Custom Harvest's portfolio in Q2 2026, its #62 holding.
  • PGIM Custom Harvest first reported a position in iShares US Real Estate ETF in Q4 2020 and has held it in 19 quarters since.
  • PGIM Custom Harvest's iShares US Real Estate ETF position peaked at $42.3M in Q3 2025.
  • 486 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on PGIM Custom Harvest's 13F filing for Q2 2026, filed 13 Aug 2026.