iShares Dow Jones US Real Estate shares owned by Taylor & Morgan Wealth Management
Quarter-by-quarter ownership of iShares Dow Jones US Real Estate (IYR) shares owned by Taylor & Morgan Wealth Management
from 13F filings
Historical chart of Taylor & Morgan Wealth Management investment in iShares Dow Jones US Real Estate
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Quarterly reported holdings in iShares Dow Jones US Real Estate by Taylor & Morgan Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $248k | 2.6k | 97.07 |
| 2025-06-30 | $240k | 2.5k | 94.76 |
| 2025-03-31 | $242k | 2.5k | 95.73 |
| 2024-12-31 | $234k | 2.5k | 93.06 |
| 2024-09-30 | $254k | 2.5k | 101.89 |
| 2024-06-30 | $217k | 2.5k | 87.74 |
| 2024-03-31 | $221k | 2.5k | 89.92 |
| 2023-12-31 | $224k | 2.4k | 91.42 |
| 2023-06-30 | $208k | 2.4k | 86.53 |
| 2023-03-31 | $203k | 2.4k | 84.92 |
| 2022-12-31 | $200k | 2.4k | 84.20 |
| 2022-06-30 | $230k | 2.5k | 91.85 |
| 2022-03-31 | $270k | 2.5k | 108.26 |
| 2021-12-31 | $289k | 2.5k | 116.30 |
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