Number of Shares
10,909.00
Current Holdings Value*
$1.05 Mil
% of Portfolio
0.06%
Total Estimate Gain
$-159,968.65
% of Total Estimate Gain
-2.36%

CENTAURUS FINANCIAL, INC.'s iShares U.S. Real Estate ETF Holding Summary

As of 2025-03-31, CENTAURUS FINANCIAL, INC. held 10,909.00 shares of iShares U.S. Real Estate ETF(IYR), totaling $1.05 Mil. This investment constitutes 0.06% of their stock portfolio, and CENTAURUS FINANCIAL, INC. now holds 0.03% of the outstanding iShares U.S. Real Estate ETF(IYR) stock.

The initial trade took place in 2018Q3. And since then CENTAURUS FINANCIAL, INC. has made 6 purchases of IYR, at an average price of $98.61, for a total of 68,784.00 shares. In addition, there have been 6 sales at an average price of $96.00 for 57,875.00 shares. Based on historical transaction data and IYR's current price of $97.79, CENTAURUS FINANCIAL, INC.'s estimated gain on his IYR holdings is $-159,968.65, reflecting a -2.36% gain to date.

CENTAURUS FINANCIAL, INC. IYR ($97.79) Holding Chart

CENTAURUS FINANCIAL, INC. IYR ($97.79) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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