iShares Dow Jones US Real Estate shares owned by Wealth Architects
Quarter-by-quarter ownership of iShares Dow Jones US Real Estate (IYR) shares owned by Wealth Architects
from 13F filings
Historical chart of Wealth Architects investment in iShares Dow Jones US Real Estate
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Quarterly reported holdings in iShares Dow Jones US Real Estate by Wealth Architects
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $334k | 3.3k | 101.87 |
| 2024-06-30 | $287k | 3.3k | 87.74 |
| 2024-03-31 | $294k | 3.3k | 89.90 |
| 2023-12-31 | $299k | 3.3k | 91.41 |
| 2023-09-30 | $256k | 3.3k | 78.14 |
| 2023-06-30 | $283k | 3.3k | 86.54 |
| 2023-03-31 | $278k | 3.3k | 84.90 |
| 2022-12-31 | $276k | 3.3k | 84.19 |
| 2022-09-30 | $267k | 3.3k | 81.53 |
| 2022-06-30 | $301k | 3.3k | 91.91 |
| 2022-03-31 | $354k | 3.3k | 108.09 |
| 2021-12-31 | $319k | 2.8k | 116.00 |
| 2021-09-30 | $282k | 2.8k | 102.55 |
| 2021-06-30 | $321k | 3.2k | 101.90 |
| 2021-03-31 | $290k | 3.2k | 92.06 |
| 2020-12-31 | $270k | 3.2k | 85.71 |
| 2020-09-30 | $251k | 3.2k | 79.68 |
| 2020-06-30 | $248k | 3.2k | 78.73 |
| 2020-03-31 | $219k | 3.2k | 69.52 |
| 2019-12-31 | $297k | 3.2k | 92.96 |
| 2019-09-30 | $295k | 3.2k | 93.65 |
| 2019-06-30 | $275k | 3.2k | 87.30 |
| 2019-03-31 | $274k | 3.2k | 86.98 |
| 2018-12-31 | $236k | 3.2k | 74.92 |
| 2018-09-30 | $252k | 3.2k | 80.00 |
| 2018-06-30 | $254k | 3.2k | 80.63 |
| 2018-03-31 | $238k | 3.2k | 75.56 |
| 2017-12-31 | $255k | 3.2k | 80.95 |
| 2017-09-30 | $252k | 3.2k | 80.00 |
| 2017-06-30 | $262k | 3.3k | 79.51 |
| 2017-03-31 | $259k | 3.3k | 78.60 |
| 2016-12-31 | $254k | 3.3k | 77.09 |
| 2016-09-30 | $265k | 3.3k | 80.42 |
| 2016-06-30 | $271k | 3.3k | 82.25 |
| 2016-03-31 | $257k | 3.3k | 78.00 |
| 2015-12-31 | $247k | 3.3k | 74.96 |
| 2015-09-30 | $234k | 3.3k | 71.02 |
| 2015-06-30 | $235k | 3.3k | 71.45 |
| 2015-03-31 | $285k | 3.6k | 79.30 |
| 2014-12-31 | $278k | 3.6k | 76.82 |
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