SOA Wealth Advisors »

iShares Dow Jones US Real Estate shares owned by SOA Wealth Advisors

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

Historical chart of SOA Wealth 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 SOA Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Dow Jones US Real Estate by SOA Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.1M 34k 91.41
2023-09-30 $2.8M 36k 78.14
2023-06-30 $3.1M 36k 86.54
2023-03-31 $4.3M 51k 84.90
2022-12-31 $4.3M 51k 84.19
2022-09-30 $4.2M 51k 81.42
2022-06-30 $4.7M 51k 91.98
2022-03-31 $5.9M 54k 108.22
2021-12-31 $6.4M 55k 115.95
2021-09-30 $5.5M 54k 102.38
2021-06-30 $5.4M 53k 101.93
2021-03-31 $4.8M 53k 91.94
2020-12-31 $4.8M 54k 89.44