Modern Wealth Management, LLC's ownership history for IYR

Modern Wealth Management, LLC currently holds 40.2K shares with a market value of $3.9M. It started holding IYR on 2024-09-30. At its peak, it held 54.9K shares on 2025-06-30. Its highest holding value was $5.2M on 2025-06-30. At its lowest, it held 26.5K shares on 2024-09-30, with a value of $2.7M on 2024-09-30. In the recent 180 days, Modern Wealth Management, LLC has increased its shares by 4.3K. In the recent year, Modern Wealth Management, LLC has increased its shares by 13.6K.