iShares Dow Jones US Real Estate shares owned by Sowell Financial Services
Quarter-by-quarter ownership of iShares Dow Jones US Real Estate (IYR) shares owned by Sowell Financial Services
from 13F filings
Historical chart of Sowell Financial Services investment in iShares Dow Jones US Real Estate
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Quarterly reported holdings in iShares Dow Jones US Real Estate by Sowell Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.5M | 15k | 101.85 |
| 2023-12-31 | $1.8M | 20k | 91.42 |
| 2023-03-31 | $669k | 7.9k | 84.88 |
| 2021-12-31 | $2.2M | 19k | 116.13 |
| 2021-09-30 | $2.0M | 20k | 102.37 |
| 2021-06-30 | $2.0M | 19k | 101.94 |
| 2021-03-31 | $2.0M | 21k | 97.25 |
| 2020-12-31 | $1.7M | 20k | 85.65 |
| 2020-09-30 | $1.5M | 19k | 79.83 |
| 2020-06-30 | $1.5M | 19k | 78.83 |
| 2020-03-31 | $1.3M | 45k | 29.31 |
| 2019-12-31 | $2.0M | 21k | 93.09 |
| 2019-09-30 | $2.2M | 23k | 93.54 |
| 2019-03-31 | $2.6M | 30k | 87.03 |
| 2018-12-31 | $1.0M | 14k | 74.93 |
| 2018-06-30 | $1.2M | 15k | 80.68 |
| 2018-03-31 | $791k | 10k | 75.96 |
| 2017-12-31 | $665k | 8.6k | 77.00 |
| 2017-09-30 | $561k | 7.0k | 79.99 |
| 2017-06-30 | $247k | 3.1k | 80.12 |
| 2017-03-31 | $281k | 3.5k | 79.36 |
| 2016-12-31 | $298k | 3.8k | 78.24 |
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