Retirement Planning Group, LLC's ownership history for IYR

Retirement Planning Group, LLC currently holds 2.8K shares with a market value of $269.1K. It started holding IYR on 2024-09-30. At its peak, it held 3.4K shares on 2025-03-31. Its highest holding value was $321.2K on 2025-03-31. At its lowest, it held 2.4K shares on 2024-09-30, with a value of $230.3K on 2024-12-31. In the recent 180 days, Retirement Planning Group, LLC has decreased its shares by 583. In the recent year, Retirement Planning Group, LLC has increased its shares by 355.