iShares Dow Jones US Real Estate shares owned by Summit Financial
Quarter-by-quarter ownership of iShares Dow Jones US Real Estate (IYR) shares owned by Summit Financial
from 13F filings
Historical chart of Summit Financial investment in iShares Dow Jones US Real Estate
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Quarterly reported holdings in iShares Dow Jones US Real Estate by Summit Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $401k | 4.5k | 89.90 |
| 2023-12-31 | $373k | 4.1k | 91.41 |
| 2023-06-30 | $216k | 2.5k | 86.54 |
| 2023-03-31 | $212k | 2.5k | 84.90 |
| 2022-12-31 | $225k | 2.7k | 84.11 |
| 2022-09-30 | $218k | 2.7k | 81.50 |
| 2022-06-30 | $251k | 2.7k | 92.11 |
| 2022-03-31 | $295k | 2.7k | 108.26 |
| 2021-12-31 | $316k | 2.7k | 115.96 |
| 2021-09-30 | $279k | 2.7k | 102.39 |
| 2021-06-30 | $278k | 2.7k | 102.02 |
| 2021-03-31 | $251k | 2.7k | 92.11 |
| 2020-12-31 | $229k | 2.7k | 85.77 |
| 2020-09-30 | $213k | 2.7k | 79.78 |
| 2020-06-30 | $210k | 2.7k | 78.65 |
| 2019-12-31 | $256k | 2.8k | 93.20 |
| 2019-09-30 | $257k | 2.8k | 93.60 |
| 2019-06-30 | $240k | 2.8k | 87.20 |
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