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

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

Historical chart of Fonville 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 Fonville 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 Fonville Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.6M 35k 72.07
2023-12-31 $2.4M 33k 73.52

More positions owned by Fonville Wealth Management

Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Bd Index Fds Vanguard Ultra (VUSB)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Index Fds Small Cp Etf (VB)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
American Centy Etf Tr Avantis Emgmkt (AVEM)
American Centy Etf Tr Us Eqt Etf (AVUS)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Growth Etf (VUG)
Dimensional Etf Trust Internatnal Val (DFIV)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Ishares Tr Core S&p Ttl Stk (ITOT)

View all positions for Fonville 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
Plan Group Financial

View all funds holding iShares FTSE NAREIT Resi Plus Capp