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

Modern 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	$9.33M	Buy	91,203 +46,162	+102%	+$4.68M	0.11%	190
2026 Q1	$4.27M	Buy	45,041 +3,720	+9%	+$361K	0.07%	214
2025 Q4	$3.88M	Buy	41,321 +1,164	+3%	+$111K	0.07%	209
2025 Q3	$3.9M	Sell	40,157 -14,731	-27%	-$1.42M	0.08%	207
2025 Q2	$5.2M	Buy	54,888 +18,945	+53%	+$1.77M	0.13%	161
2025 Q1	$3.44M	Sell	35,943 -668,297	-95%	-$63.6M	0.11%	157
2024 Q4	$65.5M	Buy	704,240 +677,715	+2,555%	+$66.8M	2.45%	7
2024 Q3	$2.7M	Buy	26,525 +668	+3%	+$64.3K	0.17%	93
2024 Q2	$2.27M	Buy	25,857 +613	+2%	+$52.6K	0.17%	80
2024 Q1	$2.27M	Buy	25,244 +3,834	+18%	+$339K	0.21%	66
2023 Q4	$1.96M	Buy	+21,410	New	+$1.75M	0.25%	41

Other funds holding IYR

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $82.3B AUM

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

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

Modern Wealth Management increased its iShares US Real Estate ETF (IYR) stake by 102% in Q2 2026, buying an estimated $4.68M and bringing the position to 91,203 shares worth $9.33M. The position accounts for 0.11% of the portfolio, ranked #190.

Modern Wealth Management first reported a position in IYR in Q4 2023 and has held it in 11 quarters since. The position peaked at $65.5M in Q4 2024. 486 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

Modern Wealth Management held 91,203 shares of iShares US Real Estate ETF worth $9.33M as of Q2 2026.
Modern Wealth Management bought 46,162 iShares US Real Estate ETF shares in Q2 2026, an estimated $4.68M.
iShares US Real Estate ETF made up 0.11% of Modern Wealth Management's portfolio in Q2 2026, its #190 holding.
Modern Wealth Management first reported a position in iShares US Real Estate ETF in Q4 2023 and has held it in 11 quarters since.
Modern Wealth Management's iShares US Real Estate ETF position peaked at $65.5M in Q4 2024.
486 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.