Modera Wealth Management’s iShares US Real Estate ETF IYR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $658K | Sell |
6,946
-753
| -10% | -$71.4K | 0.01% | 393 |
|
|
2025
Q1 | $737K | Sell |
7,699
-533
| -6% | -$51K | 0.01% | 365 |
|
|
2024
Q4 | $766K | Sell |
8,232
-236
| -3% | -$22K | 0.01% | 367 |
|
|
2024
Q3 | $863K | Sell |
8,468
-50
| -0.6% | -$5.09K | 0.01% | 331 |
|
|
2024
Q2 | $747K | Sell |
8,518
-114
| -1% | -$10K | 0.01% | 335 |
|
|
2024
Q1 | $776K | Buy |
8,632
+144
| +2% | +$12.9K | 0.01% | 331 |
|
|
2023
Q4 | $776K | Buy |
8,488
+59
| +0.7% | +$5.39K | 0.01% | 320 |
|
|
2023
Q3 | $659K | Buy |
8,429
+118
| +1% | +$9.22K | 0.01% | 325 |
|
|
2023
Q2 | $719K | Buy |
+8,311
| New | +$719K | 0.01% | 331 |
|