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iShares FTSE NAREIT Resi Plus Capp shares owned by McAdam

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

Historical chart of McAdam 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 McAdam 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 McAdam

Quarter filed Position value Share count Share price at filing
2023-12-31 $489k 6.7k 73.52
2023-09-30 $599k 9.1k 65.95
2023-06-30 $1.4M 20k 73.27
2023-03-31 $1.9M 26k 70.62
2022-09-30 $3.1M 43k 71.82
2022-06-30 $3.3M 41k 79.99

More positions owned by McAdam

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Spdr Ser Tr Portfolio Ln Tsr (SPTL)
Spdr Ser Tr S&P 400 MDCP GRW (MDYG)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)
Vanguard Index Fds Sm Cp Val Etf (VBR)

View all positions for McAdam

Top funds holding iShares FTSE NAREIT Resi Plus Capp

Capital Asset Advisory Services
Franklin, Parlapiano, Turner & Welch
Axxcess Wealth Management
Royal Bank of Canada
Procyon Private Wealth Partners
Cornerstone Planning Group
Frank. Day
Bank of America Corporation
Wells Fargo & Company
Ascension Capital Advisors
Goldman Sachs Group
UBS Group
Partners Capital Investment Group
Citadel Advisors
Raymond James & Associates

View all funds holding iShares FTSE NAREIT Resi Plus Capp