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iShares FTSE NAREIT Real Est 50 Ind shares owned by Petix & Botte

Quarter-by-quarter ownership of iShares FTSE NAREIT Real Est 50 Ind (USRT) shares owned by Petix & Botte from 13F filings

Historical chart of Petix & Botte investment in iShares FTSE NAREIT Real Est 50 Ind

Tip: Access up to 7 years of quarterly data

All positions including iShares FTSE NAREIT Real Est 50 Ind held by Petix & Botte 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 Petix & Botte

Quarter filed Position value Share count Share price at filing
2024-03-31 $4.5M 84k 53.80

More positions owned by Petix & Botte

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Us Gwt (IUSG)
Ishares Tr Core S&p Us Vlu (IUSV)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr Us Treas Bd Etf (GOVT)
First Tr Value Line Divid In SHS (FVD)
Ishares Tr Rus 1000 Grw Etf (IWF)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)

View all positions for Petix & Botte

Top funds holding iShares FTSE NAREIT Real Est 50 Ind

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Us Bancorp
Northwestern Mutual Wealth Management Company
Morgan Stanley
CI Private Wealth
Rsm Us Wealth Management
Mission Wealth Management
Wealth Enhancement Advisory Services
Thrivent Financial for Lutherans
Charles Schwab Trust
Heritage Financial Services
Rockbridge Investment Management, LCC
Blueprint Investment Partners
Financial & Tax Architects

View all funds holding iShares FTSE NAREIT Real Est 50 Ind