ISHARES TR

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

Dogwood Wealth Management LLC's Holding History (CIK: 0002056922)

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

Q4 2025
Shares 21,882 Value ($000) $2,054 Avg Close Range
Q3 2025
Shares 20,406 Value ($000) $1,981 Avg Close Range
Q2 2025
Shares 18,486 Value ($000) $1,755 Avg Close Range
Q1 2025
Shares 17,246 Value ($000) $1,651 Avg Close Range
Q4 2024
Shares 16,794 Value ($000) $1,563 Avg Close Range
Q3 2024
Shares 13,970 Value ($000) $1,423 Avg Close Range
Q2 2024
Shares 14,322 Value ($000) $1,257 Avg Close Range
Q1 2024
Shares 11,711 Value ($000) $1,053 Avg Close Range
Q4 2023
Shares 10,618 Value ($000) $971 Avg Close Range