Heartwood Wealth Advisors LLC's ownership history for IYR

Heartwood Wealth Advisors LLC currently holds 190 shares with a market value of $18.4K. It started holding IYR on 2025-09-30. At its peak, it held 190 shares on 2025-09-30. Its highest holding value was $18.4K on 2025-09-30. At its lowest, it held 190 shares on 2025-09-30, with a value of $18.4K on 2025-09-30.