ISHARES TR

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

Naviter Wealth, LLC's Holding History (CIK: 0001855567)

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

Q4 2025
Shares 26,164 Value ($000) $2,457 Avg Close — Range —
Q3 2025
Shares 37,041 Value ($000) $3,596 Avg Close — Range —
Q2 2025
Shares 37,035 Value ($000) $3,510 Avg Close — Range —
Q1 2025
Shares 20,335 Value ($000) $1,927 Avg Close — Range —
Q4 2024
Shares 20,335 Value ($000) $1,892 Avg Close — Range —
Q3 2024
Shares 6,452 Value ($000) $657 Avg Close — Range —
Q2 2024
Shares 2,667 Value ($000) $234 Avg Close — Range —
Q1 2024
Shares 2,702 Value ($000) $243 Avg Close — Range —
Q4 2023
Shares 2,623 Value ($000) $240 Avg Close — Range —
Q2 2023
Shares 2,475 Value ($000) $214 Avg Close — Range —
Q1 2023
Shares 7,850 Value ($000) $666 Avg Close — Range —
Q4 2022
Shares 89,791 Value ($000) $8,087 Avg Close — Range —
Q3 2022
Shares 15,879 Value ($000) $1,293 Avg Close — Range —
Q2 2022
Shares 34,732 Value ($000) $3,195 Avg Close — Range —
Q1 2022
Shares 56,956 Value ($000) $6,164 Avg Close — Range —
Q4 2021
Shares 50,872 Value ($000) $5,908 Avg Close — Range —