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iShares Dow Jones US Real Estate shares owned by Apella Capital

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

Historical chart of Apella Capital 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 Apella Capital 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 Apella Capital

Quarter filed Position value Share count Share price at filing
2024-09-30 $297k 2.9k 100.90
2024-06-30 $256k 2.9k 87.76
2024-03-31 $259k 2.9k 89.22
2023-12-31 $260k 2.9k 89.85
2023-09-30 $315k 4.0k 78.15
2023-06-30 $365k 4.2k 86.55

More positions owned by Apella Capital

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Vanguard World Mega Cap Index (MGC)
Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Ishares Tr Msci Usa Mmentm (MTUM)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Dimensional Etf Trust Intl Core Equity (DFIC)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Internatnal Val (DFIV)
Vanguard Index Fds Value Etf (VTV)

View all positions for Apella Capital

Top funds holding iShares Dow Jones US Real Estate

Barclays
Jane Street
WealthNavi
Cibc World Markets
Bank of America Corporation
Susquehanna International
Morgan Stanley
Citadel Advisors
Bnp Paribas Arbitrage, Snc
One William Street Capital Management
Goldman Sachs Group
Wolverine Trading
Squarepoint Ops
BlackRock
Twin Tree Management

View all funds holding iShares Dow Jones US Real Estate