IYR ISHARES TR

Ownership history in Bensler, LLC  ·  9 quarters on record

This page tracks every 13F SEC filing in which Bensler, LLC reported a position in ISHARES TR (IYR). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.04% (2023 Q2)
Avg. % of fund
0.03%
First filed
2023 Q2
Last filed
2025 Q3
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 2,314 +6 +0.3% 0.02% $225K $95.93
2025 Q2 ADDED 2,308 +5 +0.2% 0.02% $219K $93.06
2025 Q1 REDUCED 2,303 -52 -2.2% 0.03% $220K $93.53
2024 Q4 ADDED 2,355 +8 +0.3% 0.03% $219K $90.56
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% of Fund (quarterly)    IYR price (monthly, adj. close)
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