iShares Dow Jones US Real Estate shares owned by Great Point Wealth Advisors
Quarter-by-quarter ownership of iShares Dow Jones US Real Estate (IYR) shares owned by Great Point Wealth Advisors
from 13F filings
Historical chart of Great Point Wealth Advisors investment in iShares Dow Jones US Real Estate
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Quarterly reported holdings in iShares Dow Jones US Real Estate by Great Point Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $250k | 2.7k | 91.41 |
| 2023-09-30 | $219k | 2.8k | 78.14 |
| 2023-06-30 | $249k | 2.9k | 86.54 |
| 2023-03-31 | $231k | 2.7k | 84.90 |
| 2022-12-31 | $225k | 2.7k | 84.19 |
| 2022-09-30 | $256k | 3.2k | 81.27 |
| 2022-06-30 | $290k | 3.2k | 91.89 |
| 2022-03-31 | $343k | 3.2k | 108.07 |
| 2021-12-31 | $440k | 3.8k | 116.13 |
| 2021-09-30 | $388k | 3.8k | 102.35 |
| 2021-06-30 | $402k | 3.9k | 101.88 |
| 2021-03-31 | $358k | 3.9k | 92.03 |
| 2019-12-31 | $628k | 6.8k | 92.94 |
| 2019-09-30 | $605k | 6.5k | 93.54 |
| 2019-06-30 | $518k | 5.9k | 87.28 |
| 2019-03-31 | $517k | 5.9k | 86.92 |
| 2018-12-31 | $408k | 5.5k | 74.85 |
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