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iShares FTSE NAREIT Resi Plus Capp shares owned by Hartland & Co

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

Historical chart of Hartland & Co 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 Hartland & Co 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 Hartland & Co

Quarter filed Position value Share count Share price at filing
2024-12-31 $48k 596 81.02
2024-09-30 $53k 596 88.82
2024-06-30 $46k 596 76.99

More positions owned by Hartland & Co

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Index Fds Mid Cap Etf (VO)
Microsoft Corporation (MSFT)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Value Etf (VTV)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Msci Usa Qlt Fct (QUAL)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Amazon (AMZN)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr Rus Mid Cap Etf (IWR)

View all positions for Hartland & Co

Top funds holding iShares FTSE NAREIT Resi Plus Capp

Menora Mivtachim Holdings
Assetmark
Franklin, Parlapiano, Turner & Welch
Morgan Stanley
Aprio Wealth Management
Tobias Financial Advisors
Northwestern Mutual Wealth Management Company
LPL Financial
Ameriprise Financial
Envestnet Asset Management
Evergreen Capital Management
Royal Bank of Canada
Cornerstone Planning Group
Advisor Group Holdings
Frank. Day

View all funds holding iShares FTSE NAREIT Resi Plus Capp