ISHARES TR

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

Omega Financial Group, LLC's Holding History (CIK: 0001767982)

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

Q4 2025
Shares 66,072 Value ($000) $6,204 Avg Close — Range —
Q3 2025
Shares 5,265 Value ($000) $511 Avg Close — Range —
Q2 2025
Shares 5,280 Value ($000) $500 Avg Close — Range —
Q1 2025
Shares 5,268 Value ($000) $504 Avg Close — Range —
Q4 2024
Shares 5,384 Value ($000) $501 Avg Close — Range —
Q3 2024
Shares 8,363 Value ($000) $852 Avg Close — Range —
Q2 2024
Shares 156,253 Value ($000) $13,710 Avg Close — Range —
Q1 2024
Shares 145,792 Value ($000) $13,107 Avg Close — Range —
Q4 2023
Shares 138,638 Value ($000) $12,673 Avg Close — Range —
Q3 2023
Shares 129,043 Value ($000) $10,083 Avg Close — Range —
Q2 2023
Shares 129,260 Value ($000) $11,186 Avg Close — Range —
Q1 2023
Shares 134,407 Value ($000) $11,411 Avg Close — Range —
Q4 2022
Shares 112,817 Value ($000) $9,576 Avg Close — Range —
Q3 2022
Shares 124,081 Value ($000) $10,103 Avg Close — Range —
Q2 2022
Shares 111,165 Value ($000) $10,225 Avg Close — Range —
Q1 2022
Shares 118,411 Value ($000) $12,814 Avg Close — Range —
Q4 2021
Shares 104,989 Value ($000) $12,193 Avg Close — Range —
Q3 2021
Shares 93,193 Value ($000) $9,542 Avg Close — Range —
Q2 2021
Shares 76,617 Value ($000) $7,810 Avg Close — Range —
Q1 2021
Shares 70,425 Value ($000) $6,475 Avg Close — Range —
Q4 2020
Shares 68,055 Value ($000) $5,829 Avg Close — Range —
Q3 2020
Shares 66,890 Value ($000) $5,340 Avg Close — Range —
Q2 2020
Shares 68,161 Value ($000) $5,372 Avg Close — Range —
Q1 2020
Shares 64,996 Value ($000) $4,522 Avg Close — Range —
Q4 2019
Shares 24,001 Value ($000) $2,234 Avg Close — Range —
Q3 2019
Shares 23,783 Value ($000) $2,225 Avg Close — Range —
Q2 2019
Shares 22,987 Value ($000) $2,007 Avg Close — Range —
Q1 2019
Shares 22,944 Value ($000) $1,997 Avg Close — Range —
Q4 2018
Shares 18,052 Value ($000) $1,353 Avg Close — Range —