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iShares FTSE NAREIT Real Est 50 Ind shares owned by Jackson, Grant Investment Advisers

Quarter-by-quarter ownership of iShares FTSE NAREIT Real Est 50 Ind (USRT) shares owned by Jackson, Grant Investment Advisers from 13F filings

Historical chart of Jackson, Grant Investment Advisers investment in iShares FTSE NAREIT Real Est 50 Ind

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All positions including iShares FTSE NAREIT Real Est 50 Ind held by Jackson, Grant Investment Advisers consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares FTSE NAREIT Real Est 50 Ind by Jackson, Grant Investment Advisers

Quarter filed Position value Share count Share price at filing
2024-03-31 $214k 4.0k 53.79
2023-12-31 $216k 4.0k 54.29
2023-09-30 $187k 4.0k 47.18
2023-06-30 $218k 4.2k 51.41
2023-03-31 $214k 4.2k 50.40
2022-12-31 $209k 4.2k 49.45
2022-09-30 $200k 4.2k 47.39
2022-06-30 $225k 4.2k 53.47
2022-03-31 $272k 4.2k 64.72
2021-12-31 $284k 4.2k 67.59
2021-09-30 $246k 4.2k 58.59
2021-06-30 $245k 4.2k 58.36
2021-03-31 $220k 4.2k 52.43
2020-12-31 $203k 4.2k 48.39
2020-09-30 $183k 4.2k 43.64
2020-06-30 $181k 4.2k 43.42
2020-03-31 $161k 4.1k 39.10
2019-12-31 $223k 4.1k 54.51
2019-09-30 $190k 3.4k 55.49
2019-06-30 $62k 1.2k 52.01

More positions owned by Jackson, Grant Investment Advisers

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Ser Tr S&p Divid Etf (SDY)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Mid Cap Etf (VO)
Microsoft Corporation (MSFT)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
Abbvie (ABBV)
Procter & Gamble Company (PG)
Ishares Tr Select Divid Etf (DVY)
Ishares Tr Pfd And Incm Sec (PFF)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p500 Etf (IVV)
Select Sector Spdr Tr Sbi Cons Discr (XLY)

View all positions for Jackson, Grant Investment Advisers

Top funds holding iShares FTSE NAREIT Real Est 50 Ind

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CI Private Wealth
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Rockbridge Investment Management, LCC
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Financial & Tax Architects

View all funds holding iShares FTSE NAREIT Real Est 50 Ind