IYR I SHARE TR DJ US REAL ESTATE

Ownership history in FIRST FINANCIAL CORP /IN/  ·  24 quarters on record

AI Ownership Summary

FIRST FINANCIAL CORP /IN/ reported I SHARE TR DJ US REAL ESTATE (IYR) in 24 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.76% in 2025 Q1. The latest visible filing shows IYR at 0.76% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IYR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was FIRST FINANCIAL CORP /IN/'s position in I SHARE TR DJ US REAL ESTATE, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

IYR was reported at 0.76% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.76% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How FIRST FINANCIAL CORP /IN/ held IYR — position size vs. price
% of Fund (quarterly)    IYR price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 20,396 +1,047 +5.4% 0.76% $1.9M 2026-04-07 $96.46
2025 Q4 ADDED 19,349 +1,866 +10.7% 0.69% $1.8M 2026-01-13 $95.16
2025 Q3 ADDED 17,483 +95 +0.5% 0.67% $1.7M 2025-10-09 $93.69
2025 Q2 ADDED 17,388 +1,014 +6.2% 0.74% $1.6M 2025-07-09 $93.30
2025 Q1 ADDED 16,374 +768 +4.9% 0.76% $1.6M 2025-04-10 $85.30
2024 Q4 ADDED 15,606 +1,422 +10.0% 0.68% $1.5M 2025-01-13 $88.18
2024 Q3 ADDED 14,184 +1,042 +7.9% 0.69% $1.4M 2024-10-24 $97.64
2024 Q2 ADDED 13,142 +972 +8.0% 0.59% $1.2M 2024-07-11 $87.11
2024 Q1 ADDED 12,170 +1,283 +11.8% 0.56% $1.1M 2024-04-12 $80.77
2023 Q4 ADDED 10,887 +4,411 +68.1% 0.51% $995K 2024-01-16 $84.96
14 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About FIRST FINANCIAL CORP /IN/ and IYR

These are the practical questions this page is built to answer before you even open the full history table.

How long has FIRST FINANCIAL CORP /IN/ reported owning IYR?

FIRST FINANCIAL CORP /IN/ reported IYR across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported IYR position in FIRST FINANCIAL CORP /IN/'s portfolio?

The largest reported portfolio weight for IYR was 0.76% in 2025 Q1.

What is the latest reported IYR position on this page?

The most recent filing on this page is 2026 Q1, when FIRST FINANCIAL CORP /IN/ reported 20,396 shares, equal to 0.76% of portfolio, with an estimated market value of $1.9M.

What does the chart on this IYR ownership page compare?

The chart compares FIRST FINANCIAL CORP /IN/'s quarterly IYR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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