iShares Dow Jones US Real Estate shares owned by WealthNavi
Quarter-by-quarter ownership of iShares Dow Jones US Real Estate (IYR) shares owned by WealthNavi
from 13F filings
Historical chart of WealthNavi investment in iShares Dow Jones US Real Estate
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Quarterly reported holdings in iShares Dow Jones US Real Estate by WealthNavi
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $514M | 5.3M | 97.08 |
| 2025-06-30 | $464M | 4.9M | 94.77 |
| 2025-03-31 | $450M | 4.7M | 95.75 |
| 2024-12-31 | $415M | 4.5M | 93.06 |
| 2024-09-30 | $447M | 4.4M | 101.87 |
| 2024-03-31 | $372M | 4.1M | 89.90 |
| 2023-12-31 | $357M | 3.9M | 91.41 |
| 2023-09-30 | $301M | 3.9M | 78.14 |
| 2023-06-30 | $302M | 3.5M | 86.54 |
| 2023-03-31 | $287M | 3.4M | 84.90 |
| 2022-12-31 | $257M | 3.1M | 84.19 |
| 2022-09-30 | $227M | 2.8M | 81.42 |
| 2022-06-30 | $241M | 2.6M | 91.98 |
| 2022-03-31 | $270M | 2.5M | 108.22 |
| 2021-12-31 | $285M | 2.5M | 116.14 |
| 2021-09-30 | $241M | 2.4M | 102.39 |
| 2021-06-30 | $223M | 2.2M | 101.94 |
| 2021-03-31 | $187M | 2.0M | 91.94 |
| 2020-12-31 | $155M | 1.8M | 85.65 |
| 2020-09-30 | $134M | 1.7M | 79.84 |
| 2020-06-30 | $112M | 1.4M | 78.81 |
| 2020-03-31 | $83M | 1.2M | 69.57 |
| 2019-12-31 | $91M | 974k | 93.08 |
| 2019-09-30 | $82M | 873k | 93.54 |
| 2019-06-30 | $69M | 787k | 87.31 |
| 2019-03-31 | $64M | 736k | 87.04 |
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