ISHARES TR

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

CarsonAllaria Wealth Management, Ltd.'s Holding History (CIK: 0001900946)

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

Q4 2025
Shares 53,065 Value ($000) $4,982 Avg Close Range
Q3 2025
Shares 49,639 Value ($000) $4,819 Avg Close Range
Q2 2025
Shares 47,236 Value ($000) $4,477 Avg Close Range
Q1 2025
Shares 47,221 Value ($000) $4,521 Avg Close Range
Q4 2024
Shares 51,276 Value ($000) $4,772 Avg Close Range
Q3 2024
Shares 51,858 Value ($000) $5,283 Avg Close Range
Q2 2024
Shares 50,462 Value ($000) $4,428 Avg Close Range
Q1 2024
Shares 45,491 Value ($000) $4,090 Avg Close Range
Q4 2023
Shares 39,145 Value ($000) $3,578 Avg Close Range
Q3 2023
Shares 35,267 Value ($000) $2,756 Avg Close Range
Q2 2023
Shares 33,479 Value ($000) $2,897 Avg Close Range
Q1 2023
Shares 32,018 Value ($000) $2,718 Avg Close Range
Q4 2022
Shares 29,155 Value ($000) $2 Avg Close Range
Q3 2022
Shares 28,815 Value ($000) $2,346 Avg Close Range
Q2 2022
Shares 26,325 Value ($000) $2,421 Avg Close Range
Q1 2022
Shares 25,287 Value ($000) $2,737 Avg Close Range
Q4 2021
Shares 21,754 Value ($000) $2,527 Avg Close Range