ISHARES TR

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

Kovitz Investment Group Partners, LLC's Holding History (CIK: 0001665198)

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

Q3 2025
Shares 98,299 Value ($000) $9,543 Avg Close — Range —
Q2 2025
Shares 95,327 Value ($000) $9,034 Avg Close — Range —
Q1 2025
Shares 150,572 Value ($000) $14,417 Avg Close — Range —
Q4 2024
Shares 66,079 Value ($000) $6,150 Avg Close — Range —
Q3 2024
Shares 157,372 Value ($000) $15,881 Avg Close — Range —
Q2 2024
Shares 56,661 Value ($000) $4,986 Avg Close — Range —