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
2025 Q2	$658K	Sell
2025 Q1	$737K	Sell
2024 Q4	$766K	Sell
2024 Q3	$863K	Sell
2024 Q2	$747K	Sell
2024 Q1	$776K	Buy
2023 Q4	$776K	Buy
2023 Q3	$659K	Buy
2023 Q2	$719K	Buy