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iShares FTSE NAREIT Resi Plus Capp shares owned by Plan Group Financial

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

Historical chart of Plan Group Financial 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 Plan Group Financial 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 Plan Group Financial

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.2M 44k 72.07
2023-12-31 $2.8M 38k 73.52
2023-09-30 $3.3M 50k 65.95
2023-06-30 $1.4M 19k 73.27

More positions owned by Plan Group Financial

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Ishares Tr Msci Acwi Etf (ACWI)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr Rus Mid Cap Etf (IWR)
Ishares Tr Core S&p Scp Etf (IJR)
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Jpmorgan Usd Emg (EMB)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Inflation Prote (DFIP)
Ishares Tr Iboxx Inv Cp Etf (LQD)

View all positions for Plan Group Financial

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
Plan Group Financial

View all funds holding iShares FTSE NAREIT Resi Plus Capp