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iShares FTSE NAREIT Resi Plus Capp shares owned by Momentum Advisors

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

Historical chart of Momentum Advisors 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 Momentum Advisors 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 Momentum Advisors

Quarter filed Position value Share count Share price at filing
2022-12-31 $971k 14k 68.34
2022-09-30 $1.1M 15k 71.85
2022-06-30 $1.1M 14k 79.96

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Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Small Cp Etf (VB)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Gold Tr Gold Shs (GLD)
Impact Shs Tr I Naacp Mino Etf (NACP)
Select Sector Spdr Tr Energy (XLE)
Meta Platforms Cl A (META)
Flexshares Tr Stox Us Esg Slct (ESG)
Etf Ser Solutions Aptus Defined (DRSK)
United Parcel Service CL B (UPS)

View all positions for Momentum Advisors

Top funds holding iShares FTSE NAREIT Resi Plus Capp

Franklin, Parlapiano, Turner & Welch
Morgan Stanley
Aprio Wealth Management
Royal Bank of Canada
Northwestern Mutual Wealth Management Company
Christopher J. Hasenberg
Cornerstone Planning Group
Envestnet Asset Management
Procyon Private Wealth Partners
California Capital Advisors
Ascension Capital Advisors
LPL Financial
Mml Investors Services
Van Eck Associates Corp.
Cambridge Investment Research Advisors

View all funds holding iShares FTSE NAREIT Resi Plus Capp