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iShares FTSE NAREIT Resi Plus Capp shares owned by Creative Financial Designs

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

Historical chart of Creative Financial Designs 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 Creative Financial Designs 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 Creative Financial Designs

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.2M 14k 84.97
2025-06-30 $1.0M 13k 82.34
2025-03-31 $902k 10k 86.42
2024-12-31 $787k 9.7k 81.02

More positions owned by Creative Financial Designs

Spdr Portfolio S&p 500 Value Etf Etf (SPYV)
Vanguard Value Etf Etf (VTV)
Vanguard Intermediate-term Treasury Etf Etf (VGIT)
Bny Mellon International Equity Etf Etf (BKIE)
Vanguard Russell 1000 Growth Etf Etf (VONG)
Apple Stock (AAPL)
Spdr Portfolio Short Term Treasury Etf Etf (SPTS)
Vanguard Growth Etf Etf (VUG)
Capital Group Dividend Value Etf Etf (CGDV)
Amazon Stock (AMZN)
Vanguard Short-term Treasury Etf Etf (VGSH)
Ishares 0-5 Year Investment Grade Corporate Bond Etf Etf (SLQD)
Inspire Corporate Bond Etf Etf (IBD)
Fidelity Total Bond Etf Etf (FBND)
Eli Lilly & Co Stock (LLY)

View all positions for Creative Financial Designs

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