ISHARES TR

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

Modern Wealth Management, LLC's Holding History (CIK: 0002001900)

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

Q4 2025
Shares 41,321 Value ($000) $3,880 Avg Close — Range —
Q3 2025
Shares 40,157 Value ($000) $3,898 Avg Close — Range —
Q2 2025
Shares 54,888 Value ($000) $5,202 Avg Close — Range —
Q1 2025
Shares 35,943 Value ($000) $3,442 Avg Close — Range —
Q4 2024
Shares 704,240 Value ($000) $65,537 Avg Close — Range —
Q3 2024
Shares 26,525 Value ($000) $2,702 Avg Close — Range —
Q2 2024
Shares 25,857 Value ($000) $2,269 Avg Close — Range —
Q1 2024
Shares 25,244 Value ($000) $2,269 Avg Close — Range —
Q4 2023
Shares 21,410 Value ($000) $1,957 Avg Close — Range —