Measured Wealth Private Client Group, LLC IYR Holdings History
Measured Wealth Private Client Group, LLC's iShares U.S. Real Estate ETF Holding Summary
As of 2025-03-31, Measured Wealth Private Client Group, LLC held 47,332.00 shares of iShares U.S. Real Estate ETF(IYR), totaling $4.53 Mil. This investment constitutes 1.45% of their stock portfolio, and Measured Wealth Private Client Group, LLC now holds 0.14% of the outstanding iShares U.S. Real Estate ETF(IYR) stock.
The initial trade took place in 2024Q3. And since then Measured Wealth Private Client Group, LLC has made 3 purchases of IYR, at an average price of $95.84, for a total of 47,332.00 shares. Based on historical transaction data and IYR's current price of $95.49, Measured Wealth Private Client Group, LLC's estimated gain on his IYR holdings is $-16,596.65, reflecting a -0.37% gain to date.
Measured Wealth Private Client Group, LLC IYR ($95.49) Holding Chart
Measured Wealth Private Client Group, LLC IYR ($95.49) 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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