Ownership history in UNIQUE WEALTH, LLC · 13 quarters on record
This page tracks every 13F SEC filing in which UNIQUE WEALTH, 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 86,140 | +7,697 | +9.8% | 1.13% | $8.1M | $93.63 |
| 2025 Q3 | ADDED | 78,443 | +2,335 | +3.1% | 1.12% | $7.6M | $95.93 |
| 2025 Q2 | ADDED | 76,108 | +9,180 | +13.7% | 1.16% | $7.2M | $93.06 |
| 2025 Q1 | ADDED | 66,928 | +9,736 | +17.0% | 1.21% | $6.4M | $93.53 |
| 2024 Q4 | ADDED | 57,192 | +19,706 | +52.6% | 1.11% | $5.3M | $90.56 |
| 2024 Q3 | ADDED | 37,486 | +495 | +1.3% | 0.87% | $3.8M | $98.33 |
| 2024 Q2 | ADDED | 36,991 | +4,641 | +14.3% | 0.85% | $3.2M | $84.10 |
| 2024 Q1 | ADDED | 32,350 | +2,721 | +9.2% | 0.82% | $2.9M | $85.63 |
| 2023 Q4 | ADDED | 29,629 | +22,532 | +317.5% | 0.88% | $2.7M | $86.74 |
| 2023 Q3 | ADDED | 7,097 | +1,798 | +33.9% | 0.23% | $555K | $73.52 |
As of 2025 Q4 — sorted by position size