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iShares Dow Jones US Real Estate shares owned by Waldron

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

Historical chart of Waldron investment in iShares Dow Jones US Real Estate

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All positions including iShares Dow Jones US Real Estate held by Waldron 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 Waldron

Quarter filed Position value Share count Share price at filing
2023-12-31 $570k 6.2k 91.26
2023-09-30 $493k 6.2k 78.93
2023-06-30 $540k 6.2k 86.46
2023-03-31 $534k 6.3k 84.82
2022-12-31 $512k 6.3k 81.32
2022-09-30 $512k 6.3k 81.32
2022-06-30 $639k 7.0k 91.88
2022-03-31 $752k 7.0k 108.12
2021-12-31 $807k 7.0k 116.03
2021-09-30 $712k 7.0k 102.37
2021-06-30 $944k 9.3k 101.89
2021-03-31 $847k 9.2k 91.92
2020-12-31 $789k 9.2k 85.62
2020-09-30 $735k 9.2k 79.76
2020-06-30 $726k 9.2k 78.78
2020-03-31 $641k 9.2k 69.56
2019-12-31 $857k 9.2k 93.00
2019-09-30 $861k 9.2k 93.43
2019-06-30 $804k 9.2k 87.25
2019-03-31 $802k 9.2k 87.03
2018-12-31 $690k 9.2k 74.88
2018-09-30 $737k 9.2k 79.98
2018-06-30 $742k 9.2k 80.52
2018-03-31 $695k 9.2k 75.42
2017-12-31 $746k 9.2k 80.95
2017-09-30 $736k 9.2k 79.87
2017-06-30 $735k 9.2k 79.76
2017-03-31 $723k 9.2k 78.46
2016-12-31 $709k 9.2k 76.94
2016-09-30 $743k 9.2k 80.63
2016-06-30 $887k 13k 70.93
2016-03-31 $938k 13k 75.00
2015-12-31 $938k 13k 75.00
2015-09-30 $887k 13k 70.93
2015-06-30 $891k 13k 71.26
2015-03-31 $992k 13k 79.33
2014-12-31 $961k 13k 76.86
2014-09-30 $865k 13k 69.18
2014-06-30 $898k 13k 71.82
2014-03-31 $846k 13k 67.67
2013-12-31 $789k 13k 63.11

More positions owned by Waldron

iShares Russell 1000 Growth Index (IWF)
Ishares Core Intl Stock Etf core (IXUS)
Vanguard Value ETF (VTV)
iShares Russell 1000 Value Index (IWD)
Vanguard Growth ETF (VUG)
Vanguard Mun Bd Fd Inc tax-exempt bd (VTEB)
Invesco Russell 1000 Dynamic Multifactor Etf etf (OMFL)
Spdr S&p 500 Etf (SPY)
Vanguard Scottsdale Fds vng rus1000grw (VONG)
iShares Russell 2000 Value Index (IWN)
Vanguard High Dividend Yield ETF (VYM)
Apple (AAPL)
iShares S&P Global Infrastructure Index (IGF)
iShares S&P Natl AMTFr Mncpl Bd (MUB)
Vanguard Small-Cap Value ETF (VBR)

View all positions for Waldron

Top funds holding iShares Dow Jones US Real Estate

Barclays
WealthNavi
Citadel Advisors
UBS Group
Goldman Sachs Group
Bank of America Corporation
Bank Of Montreal
Wolverine Trading
Bnp Paribas Arbitrage, Snc
Schonfeld Strategic Advisors
Royal Bank of Canada
One William Street Capital Management
Citigroup
Balyasny Asset Management
Stifel Financial

View all funds holding iShares Dow Jones US Real Estate