iShares Dow Jones US Real Estate shares owned by Patten & Patten
Quarter-by-quarter ownership of iShares Dow Jones US Real Estate (IYR) shares owned by Patten & Patten
from 13F filings
Historical chart of Patten & Patten investment in iShares Dow Jones US Real Estate
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Quarterly reported holdings in iShares Dow Jones US Real Estate by Patten & Patten
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $208k | 2.0k | 101.87 |
| 2022-06-30 | $204k | 2.2k | 91.77 |
| 2022-03-31 | $216k | 2.0k | 108.16 |
| 2021-12-31 | $232k | 2.0k | 116.17 |
| 2021-09-30 | $204k | 2.0k | 102.15 |
| 2021-06-30 | $209k | 2.0k | 102.10 |
| 2021-03-31 | $232k | 2.5k | 91.99 |
| 2020-12-31 | $228k | 2.7k | 85.81 |
| 2020-09-30 | $212k | 2.7k | 79.79 |
| 2020-06-30 | $209k | 2.7k | 78.66 |
| 2019-12-31 | $292k | 3.1k | 93.17 |
| 2019-09-30 | $295k | 3.2k | 93.47 |
| 2019-06-30 | $271k | 3.1k | 87.28 |
| 2019-03-31 | $254k | 2.9k | 86.99 |
| 2018-12-31 | $219k | 2.9k | 75.00 |
| 2018-09-30 | $245k | 3.1k | 80.07 |
| 2018-06-30 | $327k | 4.1k | 80.54 |
| 2018-03-31 | $306k | 4.1k | 75.37 |
| 2017-12-31 | $345k | 4.3k | 80.99 |
| 2017-09-30 | $368k | 4.6k | 79.83 |
| 2017-06-30 | $406k | 5.1k | 79.69 |
| 2017-03-31 | $399k | 5.1k | 78.47 |
| 2016-12-31 | $407k | 5.3k | 77.01 |
| 2016-09-30 | $409k | 5.1k | 80.59 |
| 2016-06-30 | $254k | 3.1k | 82.47 |
| 2016-03-31 | $240k | 3.1k | 77.92 |
| 2015-12-31 | $233k | 3.1k | 75.04 |
| 2015-09-30 | $222k | 3.1k | 70.93 |
| 2015-06-30 | $274k | 3.8k | 71.26 |
| 2015-03-31 | $345k | 4.3k | 79.40 |
| 2014-12-31 | $357k | 4.6k | 76.86 |
| 2014-09-30 | $370k | 5.3k | 69.22 |
| 2014-06-30 | $457k | 6.4k | 71.74 |
| 2014-03-31 | $499k | 7.4k | 67.71 |
| 2013-12-31 | $504k | 8.0k | 63.04 |
| 2013-09-30 | $574k | 9.0k | 63.81 |
| 2013-06-30 | $792k | 12k | 66.44 |
| 2013-03-31 | $887k | 13k | 69.51 |
| 2012-12-31 | $848k | 13k | 64.68 |
| 2012-09-30 | $1.0M | 16k | 64.35 |
| 2012-06-30 | $1.2M | 19k | 63.92 |
| 2012-03-31 | $1.1M | 18k | 62.29 |
| 2011-12-31 | $1.4M | 25k | 56.82 |
| 2011-09-30 | $1.2M | 25k | 50.57 |
| 2011-06-30 | $1.4M | 23k | 60.30 |
| 2011-03-31 | $1.4M | 23k | 59.38 |
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