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iShares Dow Jones US Real Estate shares owned by HHM Wealth Advisors

Quarter-by-quarter ownership of iShares Dow Jones US Real Estate (IYR) shares owned by HHM Wealth Advisors from 13F filings

Historical chart of HHM Wealth Advisors investment in iShares Dow Jones US Real Estate

Tip: Access up to 7 years of quarterly data

All positions including iShares Dow Jones US Real Estate held by HHM Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Dow Jones US Real Estate by HHM Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-09-30 $218k 2.8k 78.14
2023-06-30 $68k 790 86.54
2023-03-31 $67k 790 84.90
2022-12-31 $67k 790 84.19
2021-12-31 $8.0k 67 119.40
2021-09-30 $9.0k 91 98.90
2021-06-30 $9.0k 91 98.90
2021-03-31 $6.0k 67 89.55
2020-12-31 $6.0k 67 89.55
2020-09-30 $5.0k 67 74.63
2020-06-30 $9.0k 112 80.36
2020-03-31 $8.0k 112 71.43