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iShares FTSE NAREIT Resi Plus Capp shares owned by Castleview Partners

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

Historical chart of Castleview Partners 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 Castleview Partners 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 Castleview Partners

Quarter filed Position value Share count Share price at filing
2024-12-31 $237k 2.7k 88.82
2024-09-30 $237k 2.7k 88.82
2024-06-30 $420k 5.5k 76.99
2024-03-31 $93k 1.3k 72.07

More positions owned by Castleview Partners

Valued Advisers Tr Regan Fltg Rate (MBSF)
Apple (AAPL)
Amgen (AMGN)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Gold Tr Gold Shs (GLD)
Amazon (AMZN)
Spdr Ser Tr Prtflo S&p500 Hi (SPYD)
Microsoft Corporation (MSFT)
Home Depot (HD)
Vaneck Etf Trust Clo Etf (CLOI)
Bristol Myers Squibb (BMY)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Select Sector Spdr Tr Sbi Cons Stpls (XLP)
Vaneck Merk Gold Etf Gold Shs (OUNZ)
Proshares Tr Pshs Ultra Qqq (QLD)

View all positions for Castleview Partners

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