Lifeworks Advisors, LLC's ownership history for IYR

Lifeworks Advisors, LLC currently holds 3.7K shares with a market value of $352.7K. It started holding IYR on 2024-09-30. At its peak, it held 48.9K shares on 2024-12-31. Its highest holding value was $4.5M on 2024-12-31. At its lowest, it held 3.7K shares on 2026-03-31, with a value of $352.7K on 2026-03-31. In the recent 180 days, Lifeworks Advisors, LLC has decreased its shares by 13.5K. In the recent year, Lifeworks Advisors, LLC has decreased its shares by 31.1K.