Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$73,881.87
% of Total Estimate Gain
0.56%

Moloney Securities Asset Management, LLC's iShares U.S. Real Estate ETF Holding Summary

As of 2025-03-31, Moloney Securities Asset Management, LLC held - shares of iShares U.S. Real Estate ETF(IYR), totaling N/A. This investment constitutes 0% of their stock portfolio, and Moloney Securities Asset Management, LLC now holds 0% of the outstanding iShares U.S. Real Estate ETF(IYR) stock.

The initial trade took place in 2021Q3. And since then Moloney Securities Asset Management, LLC has made 2 purchases of IYR, at an average price of $100.34, for a total of 131,190.00 shares. In addition, there have been 3 sales at an average price of $100.90 for 131,190.00 shares. Based on historical transaction data and IYR's current price of $97.79, Moloney Securities Asset Management, LLC's estimated gain on his IYR holdings is $73,881.87, reflecting a 0.56% gain to date.

Moloney Securities Asset Management, LLC IYR ($97.79) Holding Chart

Moloney Securities Asset Management, LLC IYR ($97.79) 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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