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iShares Dow Jones US Real Estate shares owned by Legacy Private Trust

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

Historical chart of Legacy Private Trust investment in iShares Dow Jones US Real Estate

Tip: Access up to 7 years of quarterly data

All positions including iShares Dow Jones US Real Estate held by Legacy Private Trust 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 Legacy Private Trust

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.0M 22k 89.90
2023-12-31 $1.9M 21k 91.41
2023-09-30 $2.6M 33k 78.14
2023-06-30 $3.1M 36k 86.54
2023-03-31 $3.2M 38k 84.90
2022-12-31 $3.0M 36k 84.19
2022-09-30 $1.1M 13k 81.46
2022-03-31 $2.6M 24k 108.20
2018-03-31 $450k 6.0k 75.53