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iShares FTSE NAREIT Resi Plus Capp shares owned by JDM Financial Group

Quarter-by-quarter ownership of iShares FTSE NAREIT Resi Plus Capp (REZ) shares owned by JDM Financial Group from 13F filings

Historical chart of JDM Financial Group 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 JDM Financial Group 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 JDM Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.0k 12 86.00
2025-06-30 $993 12 82.83

More positions owned by JDM Financial Group

Bny Mellon Us Large Cap Core Equity Etf Etf (BKLC)
Bondbloxx Bloomberg Six Month Target Duration Us Treasury Etf Etf (XHLF)
Vanguard S&p 500 Etf Etf (VOO)
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)
Ishares S&p 500 Index Etf (IVV)
Vanguard Reit Index Etf Etf (VNQ)
Vanguard Mid Cap Etf (VO)
Vanguard Small-cap Etf Etf (VB)
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)
Spdr Portfolio Emerging Markets Etf Etf (SPEM)
Spdr S&p 500 Etf Trust Etf (SPY)
Apple Stock (AAPL)
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)
Spdr Portfolio S&p 500 Value Etf Etf (SPYV)
Spdr Portfolio S&p 500 Etf Etf (SPLG)

View all positions for JDM Financial Group

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