iShares Dow Jones US Real Estate shares owned by AE Wealth Management
Quarter-by-quarter ownership of iShares Dow Jones US Real Estate (IYR) shares owned by AE Wealth Management
from 13F filings
Historical chart of AE Wealth Management investment in iShares Dow Jones US Real Estate
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Quarterly reported holdings in iShares Dow Jones US Real Estate by AE Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $259k | 2.7k | 97.10 |
| 2025-06-30 | $3.3M | 35k | 94.77 |
| 2025-03-31 | $116k | 1.2k | 95.77 |
| 2024-12-31 | $6.8M | 73k | 93.06 |
| 2023-12-31 | $2.2M | 25k | 87.81 |
| 2023-09-30 | $4.2M | 54k | 78.14 |
| 2023-06-30 | $5.3M | 61k | 86.54 |
| 2023-03-31 | $1.1M | 13k | 84.90 |
| 2022-09-30 | $249k | 3.1k | 81.48 |
| 2022-06-30 | $750k | 8.2k | 91.95 |
| 2022-03-31 | $1.2M | 11k | 108.20 |
| 2021-12-31 | $13M | 114k | 116.14 |
| 2021-09-30 | $6.5M | 63k | 102.39 |
| 2021-06-30 | $1.4M | 14k | 101.94 |
| 2021-03-31 | $1.1M | 12k | 91.91 |
| 2020-12-31 | $1.5M | 18k | 85.65 |
| 2020-09-30 | $245k | 3.1k | 79.70 |
| 2020-06-30 | $739k | 9.4k | 78.86 |
| 2020-03-31 | $288k | 4.1k | 69.67 |
| 2019-12-31 | $893k | 9.6k | 93.12 |
| 2019-09-30 | $684k | 7.3k | 93.51 |
| 2019-06-30 | $589k | 6.7k | 87.27 |
| 2019-03-31 | $287k | 3.3k | 87.02 |
| 2018-09-30 | $603k | 7.5k | 80.05 |
| 2018-06-30 | $596k | 7.4k | 80.52 |
| 2018-03-31 | $617k | 8.2k | 75.53 |
| 2017-12-31 | $704k | 8.7k | 80.96 |
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