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iShares FTSE NAREIT Resi Plus Capp shares owned by Boltwood Capital Management

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

Historical chart of Boltwood Capital Management investment in iShares FTSE NAREIT Resi Plus Capp

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All positions including iShares FTSE NAREIT Resi Plus Capp held by Boltwood Capital 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 Boltwood Capital Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $260k 3.6k 72.07
2023-12-31 $265k 3.6k 73.52
2023-09-30 $237k 3.6k 65.95
2023-06-30 $264k 3.6k 73.27
2023-03-31 $254k 3.6k 70.62
2022-12-31 $246k 3.6k 68.34
2022-09-30 $259k 3.6k 71.94
2022-06-30 $288k 3.6k 80.00
2022-03-31 $345k 3.6k 95.83
2021-12-31 $354k 3.6k 98.33
2021-09-30 $308k 3.6k 85.56
2021-06-30 $300k 3.6k 83.33
2021-03-31 $266k 3.6k 73.89
2020-12-31 $244k 3.6k 67.78
2020-09-30 $219k 3.6k 60.83
2020-06-30 $216k 3.6k 60.00
2019-12-31 $271k 3.6k 75.28
2019-09-30 $286k 3.6k 79.44
2019-06-30 $263k 3.6k 73.06
2019-03-31 $255k 3.6k 70.83
2018-12-31 $224k 3.6k 62.22
2018-09-30 $226k 3.6k 62.78
2018-06-30 $226k 3.6k 62.78
2018-03-31 $207k 3.6k 57.50
2017-12-31 $224k 3.6k 62.22
2017-09-30 $228k 3.6k 63.33
2017-06-30 $234k 3.6k 65.00
2017-03-31 $227k 3.6k 63.06
2016-12-31 $223k 3.6k 61.94
2016-09-30 $235k 3.6k 65.28
2016-06-30 $243k 3.6k 67.50
2016-03-31 $238k 3.6k 66.11
2015-12-31 $228k 3.6k 63.33
2015-09-30 $213k 3.6k 59.17
2015-06-30 $202k 3.6k 56.11
2015-03-31 $224k 3.6k 62.22
2014-12-31 $212k 3.6k 58.89

More positions owned by Boltwood Capital Management

Schwab Strategic Tr Intl Eqty Etf (SCHF)
Flexshares Tr Hig Yld Vl Etf (HYGV)
Ishares Tr Mbs Etf (MBB)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Flexshares Tr Iboxx 3r Targt (TDTT)
Flexshares Tr Discp Dur Mbs (MBSD)
Ishares Tr Core S&p Mcp Etf (IJH)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Flexshares Tr Mornstar Upstr (GUNR)
Ishares Tr Core S&p Scp Etf (IJR)
Apple (AAPL)
Select Sector Spdr Tr Technology (XLK)
Flexshares Tr Cr Scd Us Bd (SKOR)

View all positions for Boltwood Capital Management

Top funds holding iShares FTSE NAREIT Resi Plus Capp

Capital Asset Advisory Services
Franklin, Parlapiano, Turner & Welch
Axxcess Wealth Management
Royal Bank of Canada
Procyon Private Wealth Partners
Cornerstone Planning Group
Frank. Day
Bank of America Corporation
Wells Fargo & Company
Ascension Capital Advisors
Goldman Sachs Group
UBS Group
Partners Capital Investment Group
Citadel Advisors
Mariner Wealth Advisors

View all funds holding iShares FTSE NAREIT Resi Plus Capp