ISHARES TR

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

MISSION WEALTH MANAGEMENT, LP's Holding History (CIK: 0001645382)

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

Q4 2025
Shares 54,622 Value ($000) $5,129 Avg Close Range
Q3 2025
Shares 60,444 Value ($000) $5,868 Avg Close Range
Q2 2025
Shares 63,357 Value ($000) $6,004 Avg Close Range
Q1 2025
Shares 68,789 Value ($000) $6,587 Avg Close Range
Q4 2024
Shares 73,607 Value ($000) $6,850 Avg Close Range
Q3 2024
Shares 79,580 Value ($000) $8,107 Avg Close Range
Q2 2024
Shares 82,308 Value ($000) $7,222 Avg Close Range
Q1 2024
Shares 85,208 Value ($000) $7,660 Avg Close Range
Q4 2023
Shares 87,626 Value ($000) $8,010 Avg Close Range
Q3 2023
Shares 88,945 Value ($000) $6,950 Avg Close Range
Q2 2023
Shares 90,348 Value ($000) $7,819 Avg Close Range
Q1 2023
Shares 91,922 Value ($000) $7,804 Avg Close Range
Q4 2022
Shares 48,837 Value ($000) $4,112 Avg Close Range
Q3 2022
Shares 50,932 Value ($000) $4,147 Avg Close Range
Q2 2022
Shares 53,355 Value ($000) $4,908 Avg Close Range
Q1 2022
Shares 57,886 Value ($000) $6,264 Avg Close Range
Q4 2021
Shares 61,069 Value ($000) $7,093 Avg Close Range
Q3 2021
Shares 62,661 Value ($000) $6,416 Avg Close Range
Q2 2021
Shares 68,526 Value ($000) $6,986 Avg Close Range
Q1 2021
Shares 69,274 Value ($000) $6,369 Avg Close Range
Q4 2020
Shares 70,924 Value ($000) $6,075 Avg Close Range
Q3 2020
Shares 72,020 Value ($000) $5,750 Avg Close Range
Q2 2020
Shares 73,967 Value ($000) $5,829 Avg Close Range
Q1 2020
Shares 77,720 Value ($000) $5,407 Avg Close Range
Q4 2019
Shares 9,681 Value ($000) $901 Avg Close Range
Q3 2019
Shares 11,190 Value ($000) $1,047 Avg Close Range
Q2 2019
Shares 11,671 Value ($000) $1,019 Avg Close Range
Q1 2019
Shares 12,017 Value ($000) $1,046 Avg Close Range
Q4 2018
Shares 12,420 Value ($000) $931 Avg Close Range
Q3 2018
Shares 14,179 Value ($000) $1,135 Avg Close Range
Q2 2018
Shares 14,215 Value ($000) $1,145 Avg Close Range