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iShares Dow Jones US Real Estate shares owned by Smith Shellnut Wilson

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

Historical chart of Smith Shellnut Wilson investment in iShares Dow Jones US Real Estate

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All positions including iShares Dow Jones US Real Estate held by Smith Shellnut Wilson 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 Smith Shellnut Wilson

Quarter filed Position value Share count Share price at filing
2025-09-30 $273k 2.8k 97.08
2025-06-30 $281k 3.0k 94.77
2025-03-31 $284k 3.0k 95.75
2024-12-31 $276k 3.0k 93.06

More positions owned by Smith Shellnut Wilson

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
Oracle Corporation (ORCL)
Ishares Tr Core S&p Ttl Stk (ITOT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core Us Aggbd Et (AGG)
Proshares Tr S&p 500 Dv Arist (NOBL)
Apple (AAPL)
Ishares Tr Core S&p Mcp Etf (IJH)
Microsoft Corporation (MSFT)
Ishares Tr Core Msci Eafe (IEFA)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Fidelity Covington Trust Msci Info Tech I (FTEC)
Johnson & Johnson (JNJ)
Ishares Tr Core S&p Scp Etf (IJR)

View all positions for Smith Shellnut Wilson

Top funds holding iShares Dow Jones US Real Estate

Barclays
Jane Street
WealthNavi
Morgan Stanley
CIBC Bancorp USA
Cibc World Markets
UBS Group
Goldman Sachs Group
Susquehanna International
Bnp Paribas Arbitrage, Snc
Wolverine Trading
Citadel Advisors
Ilmarinen Mutual Pension Insurance
Royal Bank of Canada
BlackRock

View all funds holding iShares Dow Jones US Real Estate