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iShares Dow Jones US Real Estate shares owned by Financial & Tax Architects

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

Historical chart of Financial & Tax Architects 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 Financial & Tax Architects 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 Financial & Tax Architects

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.1M 12k 97.08
2025-03-31 $830k 8.7k 95.75
2024-12-31 $676k 7.3k 93.06
2024-09-30 $647k 6.4k 101.87
2024-06-30 $593k 6.8k 87.74
2024-03-31 $623k 6.9k 89.90
2023-12-31 $690k 7.5k 91.41
2021-12-31 $1.3M 11k 116.14
2021-09-30 $954k 9.3k 102.39
2021-06-30 $727k 7.1k 101.94
2021-03-31 $533k 5.8k 91.94