Modus Advisors’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
Q1 | – | Sell |
-300
| Closed | -$27.9K | – | 207 |
|
|
2024
Q4 | $27.9K | Buy |
+300
| New | +$27.9K | 0.01% | 185 |
|
|
2023
Q4 | – | Sell |
-39,196
| Closed | -$3.06M | – | 101 |
|
|
2023
Q3 | $3.06M | Buy |
39,196
+1,080
| +3% | +$84.4K | 1.34% | 28 |
|
|
2023
Q2 | $3.3M | Buy |
38,116
+2,052
| +6% | +$178K | 1.42% | 25 |
|
|
2023
Q1 | $3.06M | Buy |
36,064
+893
| +3% | +$75.8K | 1.41% | 26 |
|
|
2022
Q4 | $2.96M | Buy |
+35,171
| New | +$2.96M | 1.43% | 24 |
|