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iShares FTSE NAREIT Resi Plus Capp shares owned by Mission Hills Financial Advisory

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

Historical chart of Mission Hills Financial Advisory 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 Mission Hills Financial Advisory 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 Mission Hills Financial Advisory

Quarter filed Position value Share count Share price at filing
2024-12-31 $2.2M 27k 81.02
2024-09-30 $2.0M 23k 86.60

More positions owned by Mission Hills Financial Advisory

Vaneck Etf Trust Bdc Income Etf (BIZD)
PIMCO Corporate Income Fund (PCN)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Global X Fds Nasdaq 100 Cover (QYLD)
Invesco Exch Traded Fd Tr Ii Kbw Hig Dv Yld (KBWD)
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)
Cohen & Steers Quality Income Realty (RQI)
Pimco Dynamic Income SHS (PDI)
First Tr Exchange-traded Senior Ln Fd (FTSL)
Select Sector Spdr Tr Sbi Cons Discr (XLY)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Select Sector Spdr Tr Sbi Cons Stpls (XLP)
Vanguard Index Fds Extend Mkt Etf (VXF)

View all positions for Mission Hills Financial Advisory

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