Modus Advisors’s iShares US Real Estate ETF IYR Stock Holding History

Modus Advisors’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 Q1	–	Sell	-300	Closed	-$28.2K	–	224
2025 Q4	$28.2K	Buy	+300	New	+$28.6K	0.01%	212
2025 Q1	–	Sell	-300	Closed	-$27.9K	–	206
2024 Q4	$27.9K	Buy	+300	New	+$29.6K	0.01%	185
2023 Q4	–	Sell	-39,196	Closed	-$3.06M	–	101
2023 Q3	$3.06M	Buy	39,196 +1,080	+3%	+$92K	1.34%	28
2023 Q2	$3.3M	Buy	38,116 +2,052	+6%	+$172K	1.42%	25
2023 Q1	$3.06M	Buy	36,064 +893	+3%	+$78.1K	1.41%	26
2022 Q4	$2.96M	Buy	+35,171	New	+$2.95M	1.43%	24

Other funds holding IYR

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $74.4B AUM

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

IMPI

Ilmarinen Mutual Pension Insurance Helsinki, Finland $12.7B AUM 16.27% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Modus Advisors's IYR Position: Q1 2026 in Review

Modus Advisors sold out of iShares US Real Estate ETF (IYR) in Q1 2026, closing a stake of 300 shares — an estimated $28.2K sold.

Modus Advisors first reported a position in IYR in Q4 2022 and held it in 6 quarters. The position peaked at $3.3M in Q2 2023. 458 funds tracked by Wall St. Rank hold IYR as of Q1 2026.

Modus Advisors reported no remaining iShares US Real Estate ETF position as of Q1 2026 after selling out during the quarter.
Modus Advisors sold 300 iShares US Real Estate ETF shares in Q1 2026, an estimated $28.2K.
Modus Advisors first reported a position in iShares US Real Estate ETF in Q4 2022 and held it in 6 quarters.
Modus Advisors's iShares US Real Estate ETF position peaked at $3.3M in Q2 2023.
458 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2026.

Based on Modus Advisors's 13F filing for Q1 2026, filed 4 May 2026.