Number of Shares
47,332.00
Current Holdings Value*
$4.53 Mil
% of Portfolio
1.45%
Total Estimate Gain
$-1,923.73
% of Total Estimate Gain
-0.04%

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 $95.80, Measured Wealth Private Client Group, LLC's estimated gain on his IYR holdings is $-1,923.73, reflecting a -0.04% gain to date.

Measured Wealth Private Client Group, LLC IYR ($95.80) Holding Chart

Measured Wealth Private Client Group, 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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