Concord Wealth Partners's ownership history for IYR

Concord Wealth Partners currently holds 177 shares with a market value of $16.6K. It started holding IYR on 2024-09-30. At its peak, it held 353 shares on 2024-09-30. Its highest holding value was $36.0K on 2024-09-30. At its lowest, it held 177 shares on 2025-12-31, with a value of $16.6K on 2025-12-31. In the recent 180 days, Concord Wealth Partners has decreased its shares by 173. In the recent year, Concord Wealth Partners has decreased its shares by 174.