Upper Left Wealth Management, LLC's ownership history for IYR

Upper Left Wealth Management, LLC currently holds 14.3K shares with a market value of $1.4M. It started holding IYR on 2024-09-30. At its peak, it held 14.3K shares on 2025-06-30. Its highest holding value was $1.4M on 2025-09-30. At its lowest, it held 11.6K shares on 2025-03-31, with a value of $1.1M on 2024-12-31. In the recent 180 days, Upper Left Wealth Management, LLC has increased its shares by 2.7K. In the recent year, Upper Left Wealth Management, LLC has increased its shares by 2.2K.