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iShares Dow Jones US Real Estate shares owned by Milestone Group

Quarter-by-quarter ownership of iShares Dow Jones US Real Estate (IYR) shares owned by Milestone Group from 13F filings

Historical chart of Milestone Group investment in iShares Dow Jones US Real Estate

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All positions including iShares Dow Jones US Real Estate held by Milestone Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Dow Jones US Real Estate by Milestone Group

Quarter filed Position value Share count Share price at filing
2024-06-30 $120k 1.4k 87.74
2024-03-31 $123k 1.4k 89.90
2023-12-31 $131k 1.4k 91.41
2023-09-30 $108k 1.4k 79.04
2023-06-30 $118k 1.4k 86.54
2023-03-31 $116k 1.4k 84.90
2022-12-31 $115k 1.4k 84.19
2022-09-30 $1.2M 13k 93.56
2022-06-30 $165k 1.8k 92.13
2021-12-31 $214k 1.8k 116.12
2021-09-30 $1.2M 13k 93.56
2021-06-30 $227k 2.2k 102.07
2021-03-31 $220k 2.4k 92.09
2020-12-31 $462k 5.4k 85.68
2020-09-30 $806k 10k 79.79
2020-06-30 $808k 10k 78.80
2020-03-31 $715k 10k 69.61
2019-12-31 $1.2M 13k 93.06
2019-09-30 $1.2M 13k 93.56
2019-06-30 $1.1M 13k 87.31
2019-03-31 $1.2M 14k 87.03
2018-12-31 $1.3M 18k 74.93
2018-09-30 $1.6M 21k 80.02
2018-06-30 $1.8M 22k 80.57
2018-03-31 $1.7M 22k 75.48
2017-12-31 $1.8M 22k 81.00
2017-09-30 $1.8M 23k 79.89
2017-06-30 $1.9M 23k 79.79
2017-03-31 $1.8M 23k 78.50
2016-12-31 $1.8M 24k 76.92
2016-09-30 $1.9M 24k 80.64
2016-06-30 $2.2M 26k 82.39
2016-03-31 $2.3M 29k 77.86
2015-12-31 $2.3M 31k 75.09
2015-09-30 $2.2M 31k 70.95
2015-06-30 $2.2M 31k 71.31
2015-03-31 $2.4M 30k 79.32
2014-12-31 $2.4M 31k 76.83
2014-09-30 $2.2M 32k 69.21
2014-06-30 $2.3M 32k 71.79
2014-03-31 $2.2M 32k 67.66
2013-12-31 $2.0M 32k 63.07
2013-09-30 $2.0M 32k 63.79
2013-06-30 $2.1M 32k 66.43
2013-03-31 $2.4M 35k 69.47
2012-12-31 $2.3M 35k 64.66
2012-09-30 $2.3M 36k 64.39
2012-06-30 $2.4M 37k 63.94
2012-03-31 $2.7M 43k 62.30
2011-12-31 $2.6M 46k 56.81
2011-06-30 $7.0M 116k 60.30
2011-03-31 $7.2M 122k 59.40

More positions owned by Milestone Group

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for Milestone Group

Top funds holding iShares Dow Jones US Real Estate

Barclays
Jane Street
WealthNavi
Cibc World Markets
Bank of America Corporation
Susquehanna International
Morgan Stanley
Citadel Advisors
Bnp Paribas Arbitrage, Snc
One William Street Capital Management
Goldman Sachs Group
Wolverine Trading
Squarepoint Ops
BlackRock
Twin Tree Management

View all funds holding iShares Dow Jones US Real Estate