iShares Dow Jones US Real Estate shares owned by Integrated Wealth Concepts
Quarter-by-quarter ownership of iShares Dow Jones US Real Estate (IYR) shares owned by Integrated Wealth Concepts
from 13F filings
Historical chart of Integrated Wealth Concepts investment in iShares Dow Jones US Real Estate
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Quarterly reported holdings in iShares Dow Jones US Real Estate by Integrated Wealth Concepts
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $594k | 6.1k | 97.09 |
| 2025-06-30 | $537k | 5.7k | 94.77 |
| 2025-03-31 | $537k | 5.6k | 95.75 |
| 2024-12-31 | $526k | 5.7k | 93.06 |
| 2024-09-30 | $685k | 6.7k | 101.87 |
| 2024-06-30 | $626k | 7.1k | 87.74 |
| 2024-03-31 | $644k | 7.2k | 89.89 |
| 2023-09-30 | $560k | 7.2k | 78.14 |
| 2023-06-30 | $2.3M | 26k | 86.54 |
| 2023-03-31 | $577k | 6.8k | 84.85 |
| 2022-12-31 | $608k | 7.2k | 84.26 |
| 2022-09-30 | $979k | 12k | 81.46 |
| 2022-06-30 | $1.1M | 12k | 91.94 |
| 2022-03-31 | $978k | 9.0k | 108.20 |
| 2021-12-31 | $1.1M | 9.6k | 116.12 |
| 2021-09-30 | $1.1M | 10k | 102.43 |
| 2021-06-30 | $36M | 349k | 101.94 |
| 2021-03-31 | $613k | 6.7k | 91.89 |
| 2020-12-31 | $560k | 6.5k | 85.69 |
| 2020-09-30 | $331k | 4.1k | 79.89 |
| 2020-06-30 | $272k | 3.5k | 78.70 |
| 2019-06-30 | $5.8M | 69k | 84.45 |
| 2019-03-31 | $7.3M | 84k | 87.04 |
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