iShares FTSE NAREIT Resi Plus Capp shares owned by M Wealth Management
Quarter-by-quarter ownership of iShares FTSE NAREIT Resi Plus Capp (REZ) shares owned by M Wealth Management
from 13F filings
Historical chart of M Wealth Management investment in iShares FTSE NAREIT Resi Plus Capp
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All positions including iShares FTSE NAREIT Resi Plus Capp held by M Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares FTSE NAREIT Resi Plus Capp by M Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 14k | 84.97 |
| 2025-06-30 | $1.1M | 14k | 82.34 |
| 2025-03-31 | $1.2M | 14k | 86.42 |
| 2024-12-31 | $1.1M | 14k | 81.02 |
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