iShares Dow Jones US Real Estate shares owned by Encompass Wealth Advisors
Quarter-by-quarter ownership of iShares Dow Jones US Real Estate (IYR) shares owned by Encompass Wealth Advisors
from 13F filings
Historical chart of Encompass Wealth Advisors investment in iShares Dow Jones US Real Estate
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Quarterly reported holdings in iShares Dow Jones US Real Estate by Encompass Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $329k | 4.2k | 78.14 |
| 2023-06-30 | $433k | 5.0k | 86.54 |
| 2023-03-31 | $429k | 5.0k | 84.90 |
| 2022-12-31 | $431k | 5.1k | 84.19 |
| 2022-09-30 | $295k | 3.6k | 81.33 |
| 2022-06-30 | $525k | 5.7k | 91.94 |
| 2022-03-31 | $1.1M | 11k | 108.18 |
| 2021-12-31 | $907k | 7.8k | 116.15 |
| 2021-09-30 | $732k | 7.2k | 102.31 |
| 2021-06-30 | $679k | 6.7k | 101.81 |
| 2021-03-31 | $623k | 6.4k | 98.02 |
| 2020-12-31 | $214k | 2.5k | 85.67 |
Top funds holding iShares Dow Jones US Real Estate
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