ISHARES TR

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

Waldron Private Wealth LLC's Holding History (CIK: 0001598180)

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

Q4 2025
Shares 6,246 Value ($000) $586 Avg Close — Range —
Q3 2025
Shares 6,246 Value ($000) $606 Avg Close — Range —
Q2 2025
Shares 6,246 Value ($000) $592 Avg Close — Range —
Q1 2025
Shares 6,246 Value ($000) $598 Avg Close — Range —
Q4 2024
Shares 6,246 Value ($000) $581 Avg Close — Range —
Q3 2024
Shares 6,246 Value ($000) $636 Avg Close — Range —
Q2 2024
Shares 6,246 Value ($000) $548 Avg Close — Range —
Q1 2024
Shares 6,246 Value ($000) $562 Avg Close — Range —
Q4 2023
Shares 6,246 Value ($000) $571 Avg Close — Range —
Q3 2023
Shares 6,246 Value ($000) $494 Avg Close — Range —
Q2 2023
Shares 6,246 Value ($000) $541 Avg Close — Range —
Q1 2023
Shares 6,296 Value ($000) $535 Avg Close — Range —
Q4 2022
Shares 6,296 Value ($000) $1 Avg Close — Range —
Q3 2022
Shares 6,296 Value ($000) $512 Avg Close — Range —
Q2 2022
Shares 6,955 Value ($000) $639 Avg Close — Range —
Q1 2022
Shares 6,955 Value ($000) $752 Avg Close — Range —
Q4 2021
Shares 6,955 Value ($000) $807 Avg Close — Range —
Q3 2021
Shares 6,955 Value ($000) $712 Avg Close — Range —
Q2 2021
Shares 9,265 Value ($000) $944 Avg Close — Range —
Q1 2021
Shares 9,215 Value ($000) $847 Avg Close — Range —
Q4 2020
Shares 9,215 Value ($000) $789 Avg Close — Range —
Q3 2020
Shares 9,215 Value ($000) $735 Avg Close — Range —
Q2 2020
Shares 9,215 Value ($000) $726 Avg Close — Range —
Q1 2020
Shares 9,215 Value ($000) $641 Avg Close — Range —
Q4 2019
Shares 9,215 Value ($000) $857 Avg Close — Range —
Q3 2019
Shares 9,215 Value ($000) $861 Avg Close — Range —
Q2 2019
Shares 9,215 Value ($000) $804 Avg Close — Range —
Q1 2019
Shares 9,215 Value ($000) $802 Avg Close — Range —
Q4 2018
Shares 9,215 Value ($000) $690 Avg Close — Range —
Q3 2018
Shares 9,215 Value ($000) $737 Avg Close — Range —
Q2 2018
Shares 9,215 Value ($000) $742 Avg Close — Range —
Q1 2018
Shares 9,215 Value ($000) $695 Avg Close — Range —
Q4 2017
Shares 9,215 Value ($000) $746 Avg Close — Range —
Q3 2017
Shares 9,215 Value ($000) $736 Avg Close — Range —
Q2 2017
Shares 9,215 Value ($000) $735 Avg Close — Range —
Q1 2017
Shares 9,215 Value ($000) $723 Avg Close — Range —
Q4 2016
Shares 9,215 Value ($000) $709 Avg Close — Range —
Q3 2016
Shares 9,215 Value ($000) $743 Avg Close — Range —
Q2 2016
Shares 12,450 Value ($000) $1,025 Avg Close — Range —
Q1 2016
Shares 12,450 Value ($000) $969 Avg Close — Range —
Q4 2015
Shares 12,506 Value ($000) $938 Avg Close — Range —
Q3 2015
Shares 12,505 Value ($000) $887 Avg Close — Range —
Q2 2015
Shares 12,504 Value ($000) $891 Avg Close — Range —
Q1 2015
Shares 12,504 Value ($000) $992 Avg Close — Range —
Q4 2014
Shares 12,504 Value ($000) $961 Avg Close — Range —
Q3 2014
Shares 12,503 Value ($000) $865 Avg Close — Range —
Q2 2014
Shares 12,503 Value ($000) $898 Avg Close — Range —
Q1 2014
Shares 12,502 Value ($000) $846,040 Avg Close — Range —
Q4 2013
Shares 12,502 Value ($000) $789 Avg Close — Range —