ISHARES TR

Ticker: IYR CUSIP: 464287739 Class: U.S. REAL ES ETF

PHILLIPS FINANCIAL MANAGEMENT, LLC's Holding History (CIK: 0001350660)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 20 Value ($000) $2 Avg Close — Range —
Q3 2025
Shares 20 Value ($000) $2 Avg Close — Range —
Q2 2025
Shares 20 Value ($000) $2 Avg Close — Range —
Q1 2025
Shares 20 Value ($000) $2 Avg Close — Range —
Q4 2024
Shares 20 Value ($000) $2 Avg Close — Range —
Q3 2024
Shares 20 Value ($000) $2 Avg Close — Range —
Q2 2024
Shares 20 Value ($000) $2 Avg Close — Range —
Q1 2024
Shares 20 Value ($000) $2 Avg Close — Range —
Q4 2023
Shares 20 Value ($000) $2 Avg Close — Range —
Q3 2023
Shares 67 Value ($000) $5 Avg Close — Range —
Q2 2023
Shares 67 Value ($000) $6 Avg Close — Range —
Q1 2023
Shares 67 Value ($000) $6 Avg Close — Range —
Q4 2022
Shares 64 Value ($000) $5 Avg Close — Range —
Q3 2022
Shares 64 Value ($000) $5 Avg Close — Range —