ISHARES TR

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

HB Wealth Management, LLC's Holding History (CIK: 0001911253)

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

Q4 2025
Shares 11,605 Value ($000) $1,090 Avg Close — Range —
Q3 2025
Shares 11,688 Value ($000) $1,135 Avg Close — Range —
Q2 2025
Shares 7,392 Value ($000) $701 Avg Close — Range —
Q1 2025
Shares 9,182 Value ($000) $879 Avg Close — Range —
Q4 2024
Shares 9,171 Value ($000) $853 Avg Close — Range —
Q3 2024
Shares 9,071 Value ($000) $924 Avg Close — Range —
Q2 2024
Shares 8,581 Value ($000) $753 Avg Close — Range —
Q1 2024
Shares 8,581 Value ($000) $771 Avg Close — Range —
Q4 2023
Shares 8,581 Value ($000) $784 Avg Close — Range —
Q3 2023
Shares 10,894 Value ($000) $851 Avg Close — Range —
Q2 2023
Shares 10,894 Value ($000) $943 Avg Close — Range —
Q1 2023
Shares 10,964 Value ($000) $931 Avg Close — Range —
Q4 2022
Shares 12,386 Value ($000) $1,043 Avg Close — Range —
Q3 2022
Shares 13,314 Value ($000) $1,084 Avg Close — Range —
Q2 2022
Shares 14,406 Value ($000) $1,325 Avg Close — Range —
Q1 2022
Shares 14,193 Value ($000) $1,536 Avg Close — Range —
Q4 2021
Shares 5,545 Value ($000) $644 Avg Close — Range —