Buck Wealth Strategies »

iShares FTSE NAREIT Resi Plus Capp shares owned by Buck Wealth Strategies

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

Historical chart of Buck Wealth Strategies 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 Buck Wealth Strategies consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares FTSE NAREIT Resi Plus Capp by Buck Wealth Strategies

Quarter filed Position value Share count Share price at filing
2025-09-30 $848k 10k 84.97

More positions owned by Buck Wealth Strategies

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Pimco Etf Tr Active Bd Etf (BOND)
Vanguard Index Fds Mid Cap Etf (VO)
Apple (AAPL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Alphabet Cap Stk Cl A (GOOGL)
Microsoft Corporation (MSFT)
JPMorgan Chase & Co. (JPM)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
Amazon (AMZN)
Bondbloxx Etf Trust Bloomberg One Yr (XONE)
Magna Intl Inc cl a (MGA)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Cisco Systems (CSCO)

View all positions for Buck Wealth Strategies

Top funds holding iShares FTSE NAREIT Resi Plus Capp

Morgan Stanley
Franklin, Parlapiano, Turner & Welch
Northwestern Mutual Wealth Management Company
Tobias Financial Advisors
Aprio Wealth Management
Cornerstone Planning Group
Evergreen Capital Management
Ameriprise Financial
Royal Bank of Canada
Van Eck Associates Corp.
Advisor Group Holdings
Raymond James Financial
LPL Financial
Ascension Capital Advisors
Buckingham Strategic Partners

View all funds holding iShares FTSE NAREIT Resi Plus Capp