iShares Dow Jones US Real Estate shares owned by Phillips Financial Management
Quarter-by-quarter ownership of iShares Dow Jones US Real Estate (IYR) shares owned by Phillips Financial Management
from 13F filings
Historical chart of Phillips Financial Management investment in iShares Dow Jones US Real Estate
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Quarterly reported holdings in iShares Dow Jones US Real Estate by Phillips Financial Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.0k | 20 | 101.85 |
| 2024-06-30 | $1.8k | 20 | 87.75 |
| 2024-03-31 | $1.8k | 20 | 89.90 |
| 2023-12-31 | $1.8k | 20 | 91.40 |
| 2023-09-30 | $5.2k | 67 | 78.13 |
| 2023-06-30 | $5.8k | 67 | 86.54 |
| 2023-03-31 | $5.7k | 67 | 84.90 |
| 2022-12-31 | $5.4k | 64 | 84.19 |
| 2022-09-30 | $5.0k | 64 | 78.13 |
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