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H&H Retirement Design & Management »

iShares FTSE NAREIT Resi Plus Capp shares owned by H&H Retirement Design & Management

Quarter-by-quarter ownership of iShares FTSE NAREIT Resi Plus Capp (REZ) shares owned by H&H Retirement Design & Management from 13F filings

Historical chart of H&H Retirement Design & 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 H&H Retirement Design & 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 H&H Retirement Design & Management

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$1.2M	14k	83.83
2025-06-30	$1.2M	14k	83.29
2025-03-31	$1.1M	14k	80.75
2024-12-31	$1.1M	14k	84.20
2024-09-30	$1.2M	13k	86.93
2024-06-30	$1.1M	13k	80.74
2024-03-31	$918k	13k	69.53
2023-12-31	$1.0M	15k	68.77
2023-09-30	$1.3M	20k	66.40
2023-06-30	$1.5M	20k	75.45
2023-03-31	$1.4M	20k	71.07

More positions owned by H&H Retirement Design & Management

Spdr Series Trust Bbg Conv Sec Etf (CWB)

Vanguard World Extended Dur (EDV)

Ishares Tr Tips Bd Etf (TIP)

Vanguard Bd Index Fds Long Term Bond (BLV)

Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)

Wisdomtree Tr Us Largecap Divd (DLN)

Select Sector Spdr Tr Indl (XLI)

Select Sector Spdr Tr Sbi Cons Stpls (XLP)

Wisdomtree Tr Us Smallcap Divd (DES)

Select Sector Spdr Tr Sbi Healthcare (XLV)

Ishares Tr Ishs 5-10yr Invt (IGIB)

Select Sector Spdr Tr Technology (XLK)

Select Sector Spdr Tr Energy (XLE)

Select Sector Spdr Tr Sbi Materials (XLB)

Select Sector Spdr Tr Sbi Int-utils (XLU)

View all positions for H&H Retirement Design & Management

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

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