iShares Dow Jones US Real Estate shares owned by Upper Left Wealth Management
Quarter-by-quarter ownership of iShares Dow Jones US Real Estate (IYR) shares owned by Upper Left Wealth Management
from 13F filings
Historical chart of Upper Left 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 Upper Left Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.2M | 12k | 99.53 |
| 2024-06-30 | $1.1M | 13k | 87.74 |
| 2024-03-31 | $1.1M | 12k | 89.90 |
| 2023-12-31 | $1.2M | 14k | 91.41 |
| 2023-09-30 | $923k | 12k | 78.14 |
| 2023-06-30 | $1.0M | 12k | 86.54 |
| 2023-03-31 | $1.0M | 12k | 84.90 |
| 2022-12-31 | $1.1M | 13k | 84.19 |
| 2022-09-30 | $1.1M | 13k | 83.14 |
| 2022-06-30 | $1.3M | 15k | 86.67 |
| 2022-03-31 | $1.6M | 16k | 103.41 |
| 2021-12-31 | $1.7M | 15k | 116.13 |
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