LIBERTY WEALTH MANAGEMENT LLC's ownership history for IYR

LIBERTY WEALTH MANAGEMENT LLC currently holds 5.8K shares with a market value of $538.1K. It started holding IYR on 2025-06-30. At its peak, it held 5.8K shares on 2026-03-31. Its highest holding value was $538.1K on 2026-03-31. At its lowest, it held 3.7K shares on 2025-06-30, with a value of $351.5K on 2025-06-30. In the recent 180 days, LIBERTY WEALTH MANAGEMENT LLC has increased its shares by 1.9K.