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

Modera 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
Q2 		$578K Sell
5,651
-220
-4% -$22.3K 0.01% 434
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

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

Modera Wealth Management's IYR Position: Q2 2026 in Review

Modera Wealth Management reduced its iShares US Real Estate ETF (IYR) stake by 3.7% in Q2 2026, selling an estimated $22.3K and leaving 5,651 shares worth $578K. The position accounts for 0.01% of the portfolio, ranked #434.

Modera Wealth Management first reported a position in IYR in Q2 2023 and has held it in 13 quarters since. The position peaked at $863K in Q3 2024. 486 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

  • Modera Wealth Management held 5,651 shares of iShares US Real Estate ETF worth $578K as of Q2 2026.
  • Modera Wealth Management sold 220 iShares US Real Estate ETF shares in Q2 2026, an estimated $22.3K.
  • iShares US Real Estate ETF made up 0.01% of Modera Wealth Management's portfolio in Q2 2026, its #434 holding.
  • Modera Wealth Management first reported a position in iShares US Real Estate ETF in Q2 2023 and has held it in 13 quarters since.
  • Modera Wealth Management's iShares US Real Estate ETF position peaked at $863K in Q3 2024.
  • 486 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.