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iShares FTSE NAREIT Resi Plus Capp shares owned by GW & Wade

Quarter-by-quarter ownership of iShares FTSE NAREIT Resi Plus Capp (REZ) shares owned by GW & Wade from 13F filings

Historical chart of GW & Wade 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 GW & Wade 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 GW & Wade

Quarter filed Position value Share count Share price at filing
2023-12-31 $460k 6.3k 73.56
2023-09-30 $338k 5.1k 66.02
2023-06-30 $332k 4.5k 73.31
2023-03-31 $231k 3.3k 70.49

More positions owned by GW & Wade

Ishares Tr Rus 1000 Grw Etf (IWF)
Apple (AAPL)
Wisdomtree Tr Us Largecap Divd (DLN)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Exxon Mobil Corporation (XOM)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p Scp Etf (IJR)
Broadcom (AVGO)
Ishares Tr Rus 1000 Val Etf (IWD)
Procter & Gamble Company (PG)

View all positions for GW & Wade

Top funds holding iShares FTSE NAREIT Resi Plus Capp

Franklin, Parlapiano, Turner & Welch
Morgan Stanley
Aprio Wealth Management
Royal Bank of Canada
Northwestern Mutual Wealth Management Company
Christopher J. Hasenberg
Cornerstone Planning Group
Envestnet Asset Management
Procyon Private Wealth Partners
California Capital Advisors
Ascension Capital Advisors
LPL Financial
Mml Investors Services
Van Eck Associates Corp.
Cambridge Investment Research Advisors

View all funds holding iShares FTSE NAREIT Resi Plus Capp