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iShares Dow Jones US Real Estate shares owned by Surevest

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

Historical chart of Surevest 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 Surevest 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 Surevest

Quarter filed Position value Share count Share price at filing
2022-09-30 $856k 11k 81.40
2022-06-30 $894k 9.7k 91.94
2022-03-31 $1.0M 9.5k 108.26
2021-12-31 $109k 942 115.71

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Apple (AAPL)
Ishares Tr Morningstar Valu (ILCV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Rusel 2500 Etf (SMMD)
Ishares Tr Morningstr Us Eq (ILCB)
Palo Alto Networks (PANW)
Ishares Tr Morningstar Grwt (ILCG)
Chevron Corporation (CVX)
Microsoft Corporation (MSFT)
Genuine Parts Company (GPC)
Philip Morris International (PM)

View all positions for Surevest

Top funds holding iShares Dow Jones US Real Estate

Barclays
Cibc World Markets
WealthNavi
Susquehanna International
Morgan Stanley
UBS Group
Goldman Sachs Group
Bank of America Corporation
Citadel Advisors
Bnp Paribas Arbitrage, Snc
Wolverine Trading
Citigroup
BlackRock
Twin Tree Management
Royal Bank of Canada

View all funds holding iShares Dow Jones US Real Estate