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

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

Historical chart of Comprehensive 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 Comprehensive 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 Comprehensive Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $920k 11k 84.97
2025-06-30 $650k 7.9k 82.34

More positions owned by Comprehensive Wealth Management

First Tr Exchange-traded Lng Dur Oprtun (LGOV)
American Centy Etf Tr Diversifid Crp (KORP)
Select Sector Spdr Tr Technology (XLK)
Guinness Atkinson Fds Smartetfs Asia (ADIV)
Spdr Series Trust Portfli Intrmdit (SPTI)
First Tr Exchange Traded Rba Indl Etf (AIRR)
Spdr Index Shs Fds S&p Em Mkt Div (EDIV)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Select Sector Spdr Tr Financial (XLF)
Ishares Tr Core Intl Aggr (IAGG)
Ishares Tr Msci Eafe Smcp (HSCZ)
Flexshares Tr Cr Scored Long (LKOR)
Microsoft Corporation (MSFT)
Invesco Exchange Traded Fd T S&p500 Eql Ind (RSPN)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)

View all positions for Comprehensive Wealth Management

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