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Ishares Tr Global Reit Etf shares owned by Sterling Wealth Management

Quarter-by-quarter ownership of Ishares Tr Global Reit Etf (REET) shares owned by Sterling Wealth Management from 13F filings

Historical chart of Sterling Wealth Management investment in Ishares Tr Global Reit Etf

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All positions including Ishares Tr Global Reit Etf held by Sterling Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr Global Reit Etf by Sterling Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.1M 42k 26.69
2024-06-30 $963k 41k 23.25
2024-03-31 $978k 41k 23.68
2023-12-31 $1.0M 42k 24.18

More positions owned by Sterling Wealth Management

Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Ultrashort Fixed (DUSB)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Dimensional Etf Trust Us High Profitab (DUHP)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Dimensional Etf Trust Short Duration F (DFSD)
Hubbell (HUBB)

View all positions for Sterling Wealth Management

Top funds holding Ishares Tr Global Reit Etf

ValMark Advisers
BlackRock
Northwestern Mutual Wealth Management Company
Hsbc Holdings
M^T Bank Corporation
Bank Of Montreal
Oxford Financial
Savant Capital Management
Partners Capital Investment Group
SageView Advisory Group
HighTower Advisors
Heritage Investment Group
PDS Planning
Goldman Sachs Group
Nepc

View all funds holding Ishares Tr Global Reit Etf