iShares Dow Jones US Real Estate shares owned by Phocas Financial
Quarter-by-quarter ownership of iShares Dow Jones US Real Estate (IYR) shares owned by Phocas Financial
from 13F filings
Historical chart of Phocas Financial investment in iShares Dow Jones US Real Estate
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Quarterly reported holdings in iShares Dow Jones US Real Estate by Phocas Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $279k | 6.2k | 45.00 |
| 2023-12-31 | $283k | 3.1k | 91.41 |
| 2023-09-30 | $816k | 10k | 78.14 |
| 2023-06-30 | $990k | 11k | 86.54 |
| 2023-03-31 | $972k | 11k | 84.90 |
| 2022-12-31 | $1.0M | 12k | 84.19 |
| 2022-09-30 | $1.3M | 16k | 81.41 |
| 2022-06-30 | $1.0M | 11k | 91.93 |
| 2022-03-31 | $1.2M | 11k | 108.18 |
| 2021-12-31 | $1.3M | 11k | 116.11 |
| 2021-09-30 | $1.1M | 11k | 102.38 |
| 2021-06-30 | $1.1M | 11k | 101.93 |
| 2021-03-31 | $1.0M | 11k | 91.90 |
| 2020-12-31 | $938k | 109M | 0.01 |
| 2020-09-30 | $867k | 11k | 79.78 |
| 2020-06-30 | $848k | 11k | 78.79 |
| 2020-03-31 | $743k | 11k | 69.53 |
| 2019-12-31 | $944k | 10k | 93.04 |
| 2019-09-30 | $960k | 10k | 93.52 |
| 2019-06-30 | $92M | 106M | 0.87 |
| 2019-03-31 | $917k | 11k | 87.00 |
| 2018-12-31 | $933k | 12k | 74.95 |
| 2018-09-30 | $849k | 11k | 80.04 |
| 2018-06-30 | $1.1M | 108M | 0.01 |
| 2018-03-31 | $974 | 11k | 0.09 |
| 2017-12-31 | $874k | 11k | 81.03 |
| 2017-09-30 | $962 | 11k | 0.09 |
| 2017-06-30 | $857k | 11k | 79.80 |
| 2017-03-31 | $843k | 11k | 78.50 |
| 2016-12-31 | $823k | 11k | 76.93 |
| 2016-09-30 | $855k | 11k | 80.67 |
| 2016-06-30 | $873k | 11k | 82.37 |
| 2016-03-31 | $822k | 11k | 77.83 |
| 2015-12-31 | $905k | 12k | 75.05 |
| 2015-09-30 | $881k | 12k | 70.93 |
| 2015-06-30 | $889k | 13k | 71.33 |
| 2015-03-31 | $1.0M | 13k | 79.30 |
| 2014-12-31 | $1.0M | 13k | 76.86 |
| 2014-09-30 | $960k | 14k | 69.21 |
| 2014-06-30 | $993k | 14k | 71.76 |
| 2014-03-31 | $933k | 14k | 67.64 |
| 2013-12-31 | $858k | 13k | 63.82 |
| 2013-09-30 | $858k | 13k | 63.82 |
| 2013-06-30 | $890k | 13k | 66.42 |
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