Modern Wealth Management, LLC IYR Holdings History
Modern Wealth Management, LLC's iShares U.S. Real Estate ETF Holding Summary
As of 2025-03-31, Modern Wealth Management, LLC held 35,943.00 shares of iShares U.S. Real Estate ETF(IYR), totaling $3.44 Mil. This investment constitutes 0.11% of their stock portfolio, and Modern Wealth Management, LLC now holds 0.1% of the outstanding iShares U.S. Real Estate ETF(IYR) stock.
The initial trade took place in 2023Q4. And since then Modern Wealth Management, LLC has made 4 purchases of IYR, at an average price of $97.94, for a total of 704,240.00 shares. In addition, there have been 1 sales at an average price of $95.12 for 668,297.00 shares. Based on historical transaction data and IYR's current price of $95.80, Modern Wealth Management, LLC's estimated gain on his IYR holdings is $-1.96 Mil, reflecting a -2.84% gain to date.
Modern Wealth Management, LLC IYR ($95.80) Holding Chart
Modern Wealth Management, 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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