Liquid Strategies, LLC IYR Holdings History
Number of Shares
34,304.00
Current Holdings Value*
$3.28 Mil
% of Portfolio
0.62%
Total Estimate Gain
$-4,116.48
% of Total Estimate Gain
-0.13%
Liquid Strategies, LLC's iShares U.S. Real Estate ETF Holding Summary
As of 2025-03-31, Liquid Strategies, LLC held 34,304.00 shares of iShares U.S. Real Estate ETF(IYR), totaling $3.28 Mil. This investment constitutes 0.62% of their stock portfolio, and Liquid Strategies, LLC now holds 0.1% of the outstanding iShares U.S. Real Estate ETF(IYR) stock.
The initial trade took place in 2025Q1. And since then Liquid Strategies, LLC has made 1 purchases of IYR, at an average price of $95.12, for a total of 34,304.00 shares. Based on historical transaction data and IYR's current price of $95.00, Liquid Strategies, LLC's estimated gain on his IYR holdings is $-4,116.48, reflecting a -0.13% gain to date.
Liquid Strategies, LLC IYR ($95.00) Holding Chart
Liquid Strategies, LLC IYR ($95.00) 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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