iShares Dow Jones US Real Estate shares owned by Legacy Private Trust
Quarter-by-quarter ownership of iShares Dow Jones US Real Estate (IYR) shares owned by Legacy Private Trust
from 13F filings
Historical chart of Legacy Private Trust investment in iShares Dow Jones US Real Estate
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Quarterly reported holdings in iShares Dow Jones US Real Estate by Legacy Private Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.2M | 21k | 101.87 |
| 2024-06-30 | $1.9M | 22k | 87.74 |
| 2024-03-31 | $2.0M | 22k | 89.90 |
| 2023-12-31 | $1.9M | 21k | 91.41 |
| 2023-09-30 | $2.6M | 33k | 78.14 |
| 2023-06-30 | $3.1M | 36k | 86.54 |
| 2023-03-31 | $3.2M | 38k | 84.90 |
| 2022-12-31 | $3.0M | 36k | 84.19 |
| 2022-09-30 | $1.1M | 13k | 81.46 |
| 2022-03-31 | $2.6M | 24k | 108.20 |
| 2018-03-31 | $450k | 6.0k | 75.53 |
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