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iShares Dow Jones US Real Estate shares owned by Lifeworks Advisors

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

Historical chart of Lifeworks 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 Lifeworks 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 Lifeworks Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.7M 17k 97.08
2025-06-30 $2.1M 22k 94.77
2025-03-31 $3.3M 35k 95.75
2024-12-31 $4.5M 49k 93.06
2024-09-30 $3.0M 29k 101.87