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iShares FTSE NAREIT Resi Plus Capp shares owned by Axxcess Wealth Management

Quarter-by-quarter ownership of iShares FTSE NAREIT Resi Plus Capp (REZ) shares owned by Axxcess Wealth Management from 13F filings

Historical chart of Axxcess Wealth Management investment in iShares FTSE NAREIT Resi Plus Capp

Tip: Access up to 7 years of quarterly data

All positions including iShares FTSE NAREIT Resi Plus Capp held by Axxcess Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares FTSE NAREIT Resi Plus Capp by Axxcess Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $3.3M 41k 81.02
2024-09-30 $4.4M 49k 88.82
2024-06-30 $36M 469k 76.99
2024-03-31 $33M 453k 72.07
2023-12-31 $32M 431k 73.52
2023-09-30 $29M 443k 65.95

More positions owned by Axxcess Wealth Management

Vanguard Index Fds Large Cap Etf (VV)
Servicenow (NOW)
Ishares Tr Core Us Aggbd Et (AGG)
Apple Put Put Option (Principal)
Microsoft Corporation (MSFT)
Ishares Tr Core Msci Intl (IDEV)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Tr TRS FLT RT BD (TFLO)
Amazon (AMZN)
Vanguard Scottsdale Fds Total Corp Bnd (VTC)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Gold Tr Ishares New (IAU)

View all positions for Axxcess Wealth Management

Top funds holding iShares FTSE NAREIT Resi Plus Capp

Menora Mivtachim Holdings
Assetmark
Franklin, Parlapiano, Turner & Welch
Morgan Stanley
Aprio Wealth Management
Tobias Financial Advisors
Northwestern Mutual Wealth Management Company
LPL Financial
Ameriprise Financial
Envestnet Asset Management
Evergreen Capital Management
Royal Bank of Canada
Cornerstone Planning Group
Advisor Group Holdings
Frank. Day

View all funds holding iShares FTSE NAREIT Resi Plus Capp