ISHARES TR

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

CFM WEALTH PARTNERS LLC's Holding History (CIK: 0001801097)

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

Q4 2025
Shares 5,185 Value ($000) $487 Avg Close — Range —
Q3 2025
Shares 5,170 Value ($000) $502 Avg Close — Range —
Q2 2025
Shares 5,170 Value ($000) $490 Avg Close — Range —
Q1 2025
Shares 5,011 Value ($000) $480 Avg Close — Range —
Q4 2024
Shares 4,659 Value ($000) $434 Avg Close — Range —
Q3 2024
Shares 4,621 Value ($000) $471 Avg Close — Range —
Q2 2024
Shares 4,621 Value ($000) $405 Avg Close — Range —
Q1 2024
Shares 7,608 Value ($000) $684 Avg Close — Range —
Q4 2023
Shares 9,333 Value ($000) $853 Avg Close — Range —
Q1 2022
Shares 2,053 Value ($000) $222 Avg Close — Range —
Q4 2021
Shares 2,082 Value ($000) $240 Avg Close — Range —
Q3 2021
Shares 2,082 Value ($000) $213 Avg Close — Range —
Q2 2021
Shares 2,082 Value ($000) $212 Avg Close — Range —
Q2 2020
Shares 2,521 Value ($000) $198 Avg Close — Range —
Q1 2020
Shares 2,521 Value ($000) $175 Avg Close — Range —
Q4 2019
Shares 3,015 Value ($000) $287 Avg Close — Range —