iShares Dow Jones US Real Estate shares owned by Geneos Wealth Management
Quarter-by-quarter ownership of iShares Dow Jones US Real Estate (IYR) shares owned by Geneos Wealth Management
from 13F filings
Historical chart of Geneos 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 Geneos Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $5.1M | 56k | 91.41 |
| 2023-09-30 | $4.4M | 56k | 78.14 |
| 2023-06-30 | $4.8M | 55k | 86.54 |
| 2023-03-31 | $4.6M | 54k | 84.90 |
| 2022-12-31 | $4.5M | 53k | 84.19 |
| 2022-09-30 | $4.1M | 51k | 81.42 |
| 2022-06-30 | $4.4M | 47k | 93.70 |
| 2022-03-31 | $5.6M | 52k | 108.22 |
| 2021-12-31 | $5.9M | 51k | 116.13 |
| 2021-09-30 | $5.1M | 49k | 103.81 |
| 2021-06-30 | $4.9M | 48k | 102.68 |
| 2021-03-31 | $4.7M | 48k | 99.17 |
| 2020-12-31 | $4.4M | 47k | 92.67 |
| 2020-09-30 | $3.4M | 43k | 78.59 |
| 2020-06-30 | $3.2M | 41k | 76.48 |
| 2020-03-31 | $2.8M | 40k | 70.19 |
| 2019-12-31 | $3.5M | 38k | 92.47 |
| 2019-09-30 | $3.5M | 37k | 93.18 |
| 2019-06-30 | $3.0M | 34k | 87.31 |
| 2019-03-31 | $3.0M | 34k | 87.02 |
| 2018-12-31 | $2.3M | 31k | 74.71 |
| 2018-09-30 | $2.3M | 28k | 80.00 |
| 2018-06-30 | $2.0M | 24k | 80.57 |
| 2018-03-31 | $1.6M | 21k | 75.44 |
| 2017-12-31 | $1.3M | 16k | 80.97 |
| 2017-09-30 | $792k | 9.9k | 79.85 |
| 2017-06-30 | $608k | 7.6k | 79.73 |
| 2017-03-31 | $591k | 7.5k | 78.49 |
| 2016-12-31 | $586k | 7.6k | 76.91 |
| 2016-09-30 | $625k | 7.8k | 80.60 |
| 2016-06-30 | $639k | 7.8k | 82.28 |
| 2016-03-31 | $604k | 7.8k | 77.86 |
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