Number of Shares
16,780.00
Current Holdings Value*
$1.46 Mil
% of Portfolio
3.87%
Total Estimate Gain
$508,492.51
% of Total Estimate Gain
23.06%

Lattice Strategies LLC's iShares U.S. Real Estate ETF Holding Summary

As of 2019-03-31, Lattice Strategies LLC held 16,780.00 shares of iShares U.S. Real Estate ETF(IYR), totaling $1.46 Mil. This investment constitutes 3.87% of their stock portfolio, and Lattice Strategies LLC now holds 0.03% of the outstanding iShares U.S. Real Estate ETF(IYR) stock.

The initial trade took place in 2013Q2. And since then Lattice Strategies LLC has made 2 purchases of IYR, at an average price of $70.63, for a total of 31,227.00 shares. In addition, there have been 12 sales at an average price of $76.59 for 14,447.00 shares. Based on historical transaction data and IYR's current price of $95.80, Lattice Strategies LLC's estimated gain on his IYR holdings is $508,492.51, reflecting a 23.06% gain to date.

Lattice Strategies LLC IYR ($95.80) Holding Chart

Lattice Strategies LLC IYR ($95.80) 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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