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iShares FTSE NAREIT Mort. Plus Capp shares owned by Genesis Wealth Advisors

Quarter-by-quarter ownership of iShares FTSE NAREIT Mort. Plus Capp shares owned by Genesis Wealth Advisors from 13F filings

Historical chart of Genesis Wealth Advisors investment in iShares FTSE NAREIT Mort. Plus Capp

Tip: Access up to 7 years of quarterly data

All positions including iShares FTSE NAREIT Mort. Plus Capp held by Genesis Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares FTSE NAREIT Mort. Plus Capp by Genesis Wealth Advisors

Quarter filed Position value Share count Share price at filing
2015-06-30 $108k 10k 10.58
2015-03-31 $108k 9.2k 11.73
2014-12-31 $109k 9.2k 11.82

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Vanguard Total World Stock Idx (VT)

View all positions for Genesis Wealth Advisors