iShares FTSE NAREIT Resi Plus Capp shares owned by Creative Planning
Quarter-by-quarter ownership of iShares FTSE NAREIT Resi Plus Capp (REZ) shares owned by Creative Planning
from 13F filings
Historical chart of Creative Planning investment in iShares FTSE NAREIT Resi Plus Capp
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Quarterly reported holdings in iShares FTSE NAREIT Resi Plus Capp by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $210k | 2.9k | 73.52 |
| 2023-09-30 | $15k | 225 | 65.95 |
| 2022-06-30 | $249k | 3.1k | 79.86 |
| 2022-03-31 | $274k | 2.9k | 96.04 |
| 2021-12-31 | $248k | 2.5k | 98.26 |
| 2021-09-30 | $203k | 2.4k | 85.51 |
| 2017-06-30 | $116k | 1.8k | 64.80 |
| 2017-03-31 | $113k | 1.8k | 63.13 |
| 2016-12-31 | $80k | 1.3k | 62.02 |
| 2016-09-30 | $85k | 1.3k | 65.89 |
| 2016-06-30 | $97k | 1.4k | 67.27 |
| 2016-03-31 | $101k | 1.5k | 66.01 |
| 2015-12-31 | $97k | 1.5k | 63.48 |
| 2015-09-30 | $100k | 1.7k | 59.52 |
| 2015-03-31 | $95k | 1.5k | 62.09 |
| 2014-12-31 | $98k | 1.7k | 58.75 |
| 2014-09-30 | $46k | 903 | 50.94 |
| 2014-06-30 | $24k | 450 | 53.33 |
| 2014-03-31 | $18k | 350 | 51.43 |
| 2013-12-31 | $9.0k | 200 | 45.00 |
| 2013-09-30 | $19k | 390 | 48.72 |
| 2013-06-30 | $16k | 314 | 50.96 |
| 2011-12-31 | $17k | 391 | 43.48 |
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