iShares Dow Jones US Real Estate shares owned by Lake Street Advisors Group
Quarter-by-quarter ownership of iShares Dow Jones US Real Estate (IYR) shares owned by Lake Street Advisors Group
from 13F filings
Historical chart of Lake Street Advisors Group investment in iShares Dow Jones US Real Estate
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Quarterly reported holdings in iShares Dow Jones US Real Estate by Lake Street Advisors Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $7.0M | 90k | 78.14 |
| 2023-06-30 | $7.8M | 91k | 86.54 |
| 2023-03-31 | $8.9M | 105k | 84.90 |
| 2022-12-31 | $11M | 130k | 84.19 |
| 2022-09-30 | $10M | 127k | 81.42 |
| 2022-06-30 | $12M | 134k | 91.98 |
| 2022-03-31 | $15M | 134k | 108.22 |
| 2021-12-31 | $16M | 134k | 116.14 |
| 2021-09-30 | $14M | 134k | 102.39 |
| 2021-06-30 | $15M | 141k | 106.44 |
| 2021-03-31 | $13M | 136k | 91.94 |
| 2020-12-31 | $12M | 136k | 85.65 |
| 2020-09-30 | $11M | 137k | 79.84 |
| 2020-06-30 | $11M | 140k | 78.81 |
| 2020-03-31 | $11M | 153k | 69.57 |
| 2019-12-31 | $14M | 152k | 93.08 |
| 2019-09-30 | $13M | 151k | 86.52 |
| 2019-06-30 | $13M | 151k | 87.31 |
| 2019-03-31 | $13M | 153k | 87.04 |
| 2018-12-31 | $12M | 156k | 74.94 |
| 2018-09-30 | $12M | 154k | 80.02 |
| 2018-06-30 | $16M | 196k | 80.58 |
| 2018-03-31 | $16M | 215k | 75.47 |
| 2017-12-31 | $18M | 218k | 81.01 |
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