ISHARES TR

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

LGT Financial Advisors LLC's Holding History (CIK: 0001965191)

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

Q2 2025
Shares 2,785 Value ($000) $264 Avg Close — Range —
Q1 2025
Shares 2,771 Value ($000) $265 Avg Close — Range —
Q4 2024
Shares 2,760 Value ($000) $257 Avg Close — Range —
Q3 2024
Shares 2,737 Value ($000) $279 Avg Close — Range —
Q2 2024
Shares 2,719 Value ($000) $238 Avg Close — Range —
Q1 2024
Shares 2,915 Value ($000) $262 Avg Close — Range —
Q4 2023
Shares 2,903 Value ($000) $265 Avg Close — Range —
Q3 2023
Shares 4,479 Value ($000) $350 Avg Close — Range —
Q2 2023
Shares 4,479 Value ($000) $388 Avg Close — Range —
Q4 2022
Shares 4,450 Value ($000) $375 Avg Close — Range —