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IYRIIYRI
8 quarters

Position history for WEALTH ENHANCEMENT ADVISORY SERVICES, LLCWEALTH ENHANCEMENT ADVISORY SERVICES, LLC's holdings in SHP ETF TRUST

No. Wealth Enhancement Advisory Services exited its IYRI position in Q2 2026. Its Q1 2026 13F listed 6,564 shares worth $213,993. Wealth Enhancement Advisory Services first reported IYRI in Q3 2024 and held it in 6 quarterly 13F filings.

Final Value

$0

Final Shares

0

Total Value Change

-$228,710

Total Shares Change

-7,672

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Exited
0
-100.0%
$00.0%$47.37
0
2026-Q1
Decreased
6,564
-34.9%
$213,9930.0%$44.39
0
2025-Q4
Increased
10,083
+17.2%
$323,2730.0%$44.40
27
2025-Q3
Decreased
8,603
-6.5%
$268,7080.0%$44.94
0
2025-Q2
New
9,203
-
$284,4780.0%$43.25
32
2025-Q1
Exited
0
-100.0%
$00.0%$42.64
0
2024-Q4
Increased
8,295
+8.1%
$239,3600.0%—
25
2024-Q3
New
7,672
-
$228,7100.0%—
32

Other major holders of IYRI: JANE STREET GROUP, LLC, CITADEL ADVISORS LLC, AE Wealth Management LLC

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