ISHARES TR

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

Focus Partners Wealth's Holding History (CIK: 0001542153)

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

Q4 2025
Shares 122,380 Value ($000) $11,490 Avg Close — Range —
Q3 2025
Shares 63,016 Value ($000) $6,118 Avg Close — Range —
Q2 2025
Shares 46,693 Value ($000) $4,425 Avg Close — Range —
Q1 2025
Shares 43,232 Value ($000) $4,140 Avg Close — Range —
Q4 2024
Shares 28,474 Value ($000) $3,570 Avg Close — Range —
Q3 2024
Shares 25,954 Value ($000) $2,644 Avg Close — Range —
Q2 2024
Shares 23,208 Value ($000) $2 Avg Close — Range —
Q1 2024
Shares 10,599 Value ($000) $1 Avg Close — Range —
Q4 2023
Shares 3,267 Value ($000) $0 Avg Close — Range —