iShares Dow Jones US Real Estate shares owned by Summit Financial Strategies
Quarter-by-quarter ownership of iShares Dow Jones US Real Estate (IYR) shares owned by Summit Financial Strategies
from 13F filings
Historical chart of Summit Financial Strategies 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 Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $203k | 2.6k | 78.14 |
| 2023-06-30 | $224k | 2.6k | 86.54 |
| 2023-03-31 | $220k | 2.6k | 84.90 |
| 2022-12-31 | $218k | 2.6k | 84.19 |
| 2022-09-30 | $290k | 3.6k | 81.39 |
| 2022-06-30 | $333k | 3.6k | 92.07 |
| 2022-03-31 | $372k | 3.4k | 108.33 |
| 2021-12-31 | $399k | 3.4k | 116.26 |
| 2021-09-30 | $352k | 3.4k | 102.50 |
| 2021-06-30 | $356k | 3.5k | 102.01 |
| 2021-03-31 | $287k | 3.1k | 92.05 |
| 2020-12-31 | $267k | 3.1k | 85.63 |
| 2020-09-30 | $246k | 3.1k | 79.77 |
| 2020-06-30 | $243k | 3.1k | 78.79 |
| 2020-03-31 | $233k | 3.3k | 69.59 |
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