iShares Dow Jones US Real Estate shares owned by Center for Financial Planning
Quarter-by-quarter ownership of iShares Dow Jones US Real Estate (IYR) shares owned by Center for Financial Planning
from 13F filings
Historical chart of Center for Financial Planning investment in iShares Dow Jones US Real Estate
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All positions including iShares Dow Jones US Real Estate held by Center for Financial Planning consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares Dow Jones US Real Estate by Center for Financial Planning
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $206k | 2.3k | 89.90 |
2023-12-31 | $209k | 2.3k | 91.41 |
2023-09-30 | $179k | 2.3k | 78.14 |
2023-06-30 | $198k | 2.3k | 86.54 |
2023-03-31 | $194k | 2.3k | 84.90 |
2022-12-31 | $193k | 2.3k | 84.19 |
2022-09-30 | $230k | 2.8k | 81.42 |
2022-06-30 | $260k | 2.8k | 92.04 |
2022-03-31 | $306k | 2.8k | 108.32 |
2021-12-31 | $328k | 2.8k | 116.11 |
2021-09-30 | $289k | 2.8k | 102.30 |
2021-06-30 | $288k | 2.8k | 101.95 |
2021-03-31 | $260k | 2.8k | 92.04 |
2020-12-31 | $242k | 2.8k | 85.66 |
2020-09-30 | $226k | 2.8k | 80.00 |
2020-06-30 | $257k | 3.3k | 78.88 |
2020-03-31 | $259k | 3.7k | 69.66 |
2019-12-31 | $351k | 3.8k | 93.20 |
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