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iShares FTSE NAREIT Resi Plus Capp shares owned by Merriman Wealth Management

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

Historical chart of Merriman Wealth 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 Merriman Wealth 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 Merriman Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $700k 8.6k 81.02
2024-09-30 $798k 9.0k 88.82

More positions owned by Merriman Wealth Management

American Centy Etf Tr Us Sml Cp Valu (AVUV)
Dimensional Etf Trust Us High Profitab (DUHP)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Dimensional Etf Trust Intl Small Cap V (DISV)
Ishares Tr S&p 100 Etf (OEF)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Dimensional Etf Trust Intl High Profit (DIHP)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Us Sustainabilty (DFSU)
American Centy Etf Tr Emerging Mkt Val (AVES)
Ishares Tr 0-3 Mnth Treasry (SGOV)

View all positions for Merriman Wealth Management

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