iShares Dow Jones US Real Estate shares owned by Sonata Capital
Quarter-by-quarter ownership of iShares Dow Jones US Real Estate (IYR) shares owned by Sonata Capital
from 13F filings
Historical chart of Sonata Capital investment in iShares Dow Jones US Real Estate
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Quarterly reported holdings in iShares Dow Jones US Real Estate by Sonata Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $303k | 3.0k | 101.95 |
| 2024-06-30 | $261k | 3.0k | 87.82 |
| 2024-03-31 | $267k | 3.0k | 89.84 |
| 2023-12-31 | $272k | 3.0k | 91.52 |
| 2023-09-30 | $232k | 3.0k | 78.06 |
| 2023-06-30 | $257k | 3.0k | 86.47 |
| 2023-03-31 | $252k | 3.0k | 84.79 |
| 2022-12-31 | $273k | 3.2k | 84.21 |
| 2022-09-30 | $264k | 3.2k | 81.43 |
| 2022-06-30 | $298k | 3.2k | 91.92 |
| 2022-03-31 | $351k | 3.2k | 108.27 |
| 2021-12-31 | $377k | 3.2k | 116.29 |
| 2021-09-30 | $332k | 3.2k | 102.41 |
| 2021-06-30 | $330k | 3.2k | 101.79 |
| 2021-03-31 | $298k | 3.2k | 91.92 |
| 2020-12-31 | $278k | 3.2k | 85.75 |
| 2020-09-30 | $259k | 3.2k | 79.89 |
| 2020-06-30 | $256k | 3.2k | 78.96 |
| 2020-03-31 | $226k | 3.2k | 69.71 |
| 2019-12-31 | $302k | 3.2k | 93.15 |
| 2019-09-30 | $303k | 3.2k | 93.46 |
| 2019-06-30 | $283k | 3.2k | 87.29 |
| 2019-03-31 | $282k | 3.2k | 86.98 |
| 2018-12-31 | $243k | 3.2k | 74.95 |
| 2018-09-30 | $259k | 3.2k | 79.89 |
| 2018-06-30 | $261k | 3.2k | 80.51 |
| 2018-03-31 | $245k | 3.2k | 75.57 |
| 2017-12-31 | $368k | 4.5k | 81.02 |
| 2017-09-30 | $363k | 4.5k | 79.92 |
| 2017-06-30 | $362k | 4.5k | 79.70 |
| 2017-03-31 | $357k | 4.5k | 78.60 |
| 2016-12-31 | $426k | 5.5k | 76.87 |
| 2016-09-30 | $455k | 5.6k | 80.65 |
| 2016-06-30 | $465k | 5.6k | 82.42 |
| 2016-03-31 | $439k | 5.6k | 77.81 |
| 2015-12-31 | $424k | 5.6k | 75.15 |
| 2015-09-30 | $400k | 5.6k | 70.90 |
| 2015-06-30 | $397k | 5.6k | 71.24 |
| 2015-03-31 | $450k | 5.7k | 79.32 |
| 2014-12-31 | $436k | 5.7k | 76.86 |
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