BALANCED WEALTH GROUP LLC's ownership history for IYR

BALANCED WEALTH GROUP LLC currently holds 7.2K shares with a market value of $696.9K. It started holding IYR on 2024-09-30. At its peak, it held 7.2K shares on 2025-12-31. Its highest holding value was $713.6K on 2024-09-30. At its lowest, it held 7.0K shares on 2024-09-30, with a value of $670.0K on 2024-12-31. In the recent 180 days, BALANCED WEALTH GROUP LLC has increased its shares by 45. In the recent year, BALANCED WEALTH GROUP LLC has increased its shares by 109.