iShares Dow Jones US Real Estate shares owned by Stamos Capital Partners
Quarter-by-quarter ownership of iShares Dow Jones US Real Estate (IYR) shares owned by Stamos Capital Partners
from 13F filings
Historical chart of Stamos Capital Partners investment in iShares Dow Jones US Real Estate
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Quarterly reported holdings in iShares Dow Jones US Real Estate by Stamos Capital Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.2M | 12k | 101.87 |
| 2024-06-30 | $1.2M | 14k | 87.74 |
| 2024-03-31 | $1.3M | 14k | 89.90 |
| 2023-12-31 | $1.4M | 16k | 91.41 |
| 2023-09-30 | $1.5M | 19k | 78.14 |
| 2023-06-30 | $1.6M | 18k | 86.54 |
| 2023-03-31 | $1.3M | 15k | 84.90 |
| 2022-12-31 | $1.2M | 15k | 84.19 |
| 2022-09-30 | $2.6M | 33k | 81.42 |
| 2022-06-30 | $3.0M | 33k | 91.97 |
| 2022-03-31 | $4.0M | 37k | 108.22 |
| 2021-12-31 | $4.0M | 34k | 116.13 |
| 2021-09-30 | $3.4M | 33k | 102.39 |
| 2021-06-30 | $3.5M | 34k | 101.95 |
| 2021-03-31 | $3.3M | 35k | 91.95 |
| 2020-12-31 | $3.0M | 35k | 85.65 |
| 2020-09-30 | $758k | 9.5k | 79.79 |
| 2020-06-30 | $323k | 4.1k | 78.78 |
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