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iShares Dow Jones US Real Estate shares owned by Kellett Schaffner Wealth Advisors

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

Historical chart of Kellett Schaffner Wealth Advisors 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 Kellett Schaffner Wealth Advisors 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 Kellett Schaffner Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.5M 17k 89.90
2023-12-31 $1.0M 11k 91.41

More positions owned by Kellett Schaffner Wealth Advisors

Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Mid Cap Etf (VO)
Select Sector Spdr Tr Technology (XLK)
Procter & Gamble Company (PG)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Select Sector Spdr Tr Financial (XLF)
Ishares Tr Us Consum Discre (IYC)
Vanguard World Industrial Etf (VIS)
Vanguard World Comm Srvc Etf (VOX)
Vanguard World Consum Stp Etf (VDC)
Microsoft Corporation (MSFT)
Apple (AAPL)
Select Sector Spdr Tr Energy (XLE)

View all positions for Kellett Schaffner Wealth Advisors

Top funds holding iShares Dow Jones US Real Estate

Barclays
WealthNavi
Bnp Paribas Arbitrage, Snc
Citadel Advisors
UBS Group
Goldman Sachs Group
Bank of America Corporation
Bank Of Montreal
Wolverine Trading
Schonfeld Strategic Advisors
Royal Bank of Canada
One William Street Capital Management
Citigroup
Balyasny Asset Management
Stifel Financial

View all funds holding iShares Dow Jones US Real Estate