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iShares Dow Jones US Real Estate shares owned by Modern Wealth Management

Quarter-by-quarter ownership of iShares Dow Jones US Real Estate (IYR) shares owned by Modern Wealth Management from 13F filings

Historical chart of Modern Wealth Management investment in iShares Dow Jones US Real Estate

Tip: Access up to 7 years of quarterly data

All positions including iShares Dow Jones US Real Estate held by Modern Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Dow Jones US Real Estate by Modern Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.7M 27k 101.87
2024-03-31 $2.2M 25k 86.24

More positions owned by Modern Wealth Management

Ishares Tr 0-5 Yr Tips Etf (STIP)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr S&p Mc 400gr Etf (IJK)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Apple (AAPL)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)
Wisdomtree Tr Intrst Rate Hdge (AGZD)
T Rowe Price Etf Cap Appreciation (TCAF)
American Centy Etf Tr Us Sml Cp Valu (AVUV)

View all positions for Modern Wealth Management

Top funds holding iShares Dow Jones US Real Estate

WealthNavi
Cibc World Markets
Morgan Stanley
Citadel Advisors
Bnp Paribas Arbitrage, Snc
Bank of America Corporation
Susquehanna International
One William Street Capital Management
Goldman Sachs Group
Wolverine Trading
Squarepoint Ops
BlackRock
Twin Tree Management
BlackRock
Wells Fargo & Company

View all funds holding iShares Dow Jones US Real Estate