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iShares Dow Jones US Real Estate shares owned by Foundation Wealth Management

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

Historical chart of Foundation Wealth Management 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 Foundation Wealth Management 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 Foundation Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.7M 19k 91.40
2023-09-30 $1.2M 16k 78.14
2023-06-30 $2.1M 24k 86.54
2023-03-31 $2.0M 24k 84.90
2022-12-31 $1.3M 15k 84.19