iShares Dow Jones US Real Estate shares owned by Adell, Harriman, & Carpenter
Quarter-by-quarter ownership of iShares Dow Jones US Real Estate (IYR) shares owned by Adell, Harriman, & Carpenter
from 13F filings
Historical chart of Adell, Harriman, & Carpenter investment in iShares Dow Jones US Real Estate
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Quarterly reported holdings in iShares Dow Jones US Real Estate by Adell, Harriman, & Carpenter
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $838k | 8.6k | 97.09 |
| 2025-06-30 | $841k | 8.9k | 94.78 |
| 2025-03-31 | $893k | 9.3k | 95.76 |
| 2024-12-31 | $1.1M | 11k | 93.07 |
| 2024-09-30 | $1.2M | 12k | 101.88 |
| 2024-06-30 | $1.1M | 12k | 87.75 |
| 2024-03-31 | $1.3M | 15k | 89.90 |
| 2023-12-31 | $1.5M | 17k | 91.41 |
| 2023-09-30 | $1.4M | 18k | 78.14 |
| 2023-06-30 | $1.8M | 20k | 87.28 |
| 2023-03-31 | $1.9M | 22k | 84.90 |
| 2022-12-31 | $2.0M | 24k | 84.19 |
| 2022-09-30 | $2.1M | 26k | 81.42 |
| 2022-06-30 | $2.5M | 27k | 91.98 |
| 2022-03-31 | $3.0M | 28k | 108.22 |
| 2021-12-31 | $3.3M | 29k | 116.14 |
| 2021-09-30 | $3.1M | 30k | 102.39 |
| 2021-06-30 | $3.2M | 31k | 101.94 |
| 2021-03-31 | $2.9M | 32k | 91.94 |
| 2020-12-31 | $3.0M | 35k | 85.65 |
| 2020-09-30 | $3.3M | 41k | 79.84 |
| 2020-06-30 | $3.3M | 42k | 78.81 |
| 2020-03-31 | $3.0M | 43k | 69.57 |
| 2019-12-31 | $4.7M | 51k | 93.08 |
| 2019-09-30 | $4.8M | 51k | 93.54 |
| 2019-06-30 | $4.1M | 47k | 87.31 |
| 2019-03-31 | $3.6M | 42k | 87.04 |
| 2018-12-31 | $3.2M | 43k | 74.94 |
| 2018-09-30 | $3.6M | 46k | 80.02 |
| 2018-06-30 | $3.7M | 46k | 80.58 |
| 2018-03-31 | $3.8M | 50k | 75.47 |
| 2017-12-31 | $4.3M | 53k | 81.01 |
| 2017-09-30 | $4.4M | 56k | 79.88 |
| 2017-06-30 | $4.5M | 57k | 79.77 |
| 2017-03-31 | $4.6M | 58k | 78.49 |
| 2016-12-31 | $4.5M | 59k | 76.94 |
| 2016-09-30 | $4.7M | 58k | 80.64 |
| 2016-06-30 | $4.2M | 51k | 82.39 |
| 2016-03-31 | $3.9M | 50k | 77.86 |
| 2015-12-31 | $3.7M | 50k | 75.08 |
| 2015-09-30 | $3.6M | 51k | 70.95 |
| 2015-06-30 | $3.7M | 52k | 71.30 |
| 2015-03-31 | $4.1M | 52k | 79.32 |
| 2014-12-31 | $4.0M | 53k | 76.84 |
| 2014-09-30 | $3.8M | 53k | 71.79 |
| 2014-06-30 | $3.8M | 53k | 71.79 |
| 2014-03-31 | $3.5M | 52k | 67.67 |
| 2013-12-31 | $3.4M | 54k | 63.08 |
| 2013-09-30 | $3.4M | 54k | 63.79 |
| 2013-06-30 | $3.6M | 54k | 66.43 |
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