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

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

Historical chart of Connecticut 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 Connecticut 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 Connecticut Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $639k 8.7k 73.52
2023-06-30 $211k 2.9k 73.26
2023-03-31 $203k 2.9k 70.63

More positions owned by Connecticut Wealth Management

Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Scp Etf (IJR)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Core Msci Emkt (IEMG)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Connecticut Wealth 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
Raymond James & Associates

View all funds holding iShares FTSE NAREIT Resi Plus Capp