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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$555K	Sell	5,871 -978	-14%	-$95K	0.01%	418
2025 Q4	$643K	Sell	6,849 -39	-0.6%	-$3.72K	0.01%	408
2025 Q3	$669K	Sell	6,888 -58	-0.8%	-$5.58K	0.01%	405
2025 Q2	$658K	Sell	6,946 -753	-10%	-$70.3K	0.01%	393
2025 Q1	$737K	Sell	7,699 -533	-6%	-$50.7K	0.01%	365
2024 Q4	$766K	Sell	8,232 -236	-3%	-$23.3K	0.01%	368
2024 Q3	$863K	Sell	8,468 -50	-0.6%	-$4.82K	0.01%	332
2024 Q2	$747K	Sell	8,518 -114	-1%	-$9.78K	0.01%	335
2024 Q1	$776K	Buy	8,632 +144	+2%	+$12.7K	0.01%	331
2023 Q4	$776K	Buy	8,488 +59	+0.7%	+$4.83K	0.01%	320
2023 Q3	$659K	Buy	8,429 +118	+1%	+$10.1K	0.01%	325
2023 Q2	$719K	Buy	+8,311	New	+$698K	0.01%	331