HCR Wealth Advisors's ownership history for IYR

HCR Wealth Advisors currently holds 5.3K shares with a market value of $508.7K. It started holding IYR on 2024-09-30. At its peak, it held 5.7K shares on 2025-06-30. Its highest holding value was $579.9K on 2024-09-30. At its lowest, it held 5.3K shares on 2025-09-30, with a value of $508.7K on 2025-09-30. In the recent 180 days, HCR Wealth Advisors has decreased its shares by 428. In the recent year, HCR Wealth Advisors has decreased its shares by 427.