iShares FTSE NAREIT Resi Plus Capp shares owned by Steward Partners Investment Advisory
Quarter-by-quarter ownership of iShares FTSE NAREIT Resi Plus Capp (REZ) shares owned by Steward Partners Investment Advisory
from 13F filings
Historical chart of Steward Partners Investment Advisory investment in iShares FTSE NAREIT Resi Plus Capp
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Quarterly reported holdings in iShares FTSE NAREIT Resi Plus Capp by Steward Partners Investment Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $37k | 480 | 76.99 |
| 2024-03-31 | $35k | 480 | 72.07 |
| 2023-12-31 | $35k | 480 | 73.52 |
| 2023-09-30 | $59k | 900 | 65.96 |
| 2023-06-30 | $66k | 900 | 73.28 |
| 2023-03-31 | $63k | 898 | 70.61 |
| 2022-12-31 | $1.8M | 27k | 68.34 |
| 2022-09-30 | $1.9M | 26k | 71.81 |
| 2022-06-30 | $2.0M | 26k | 79.98 |
| 2022-03-31 | $2.4M | 25k | 95.89 |
| 2021-12-31 | $47k | 480 | 97.92 |
| 2021-09-30 | $41k | 480 | 85.42 |
| 2021-03-31 | $36k | 480 | 74.00 |
| 2020-09-30 | $23k | 372 | 61.83 |
| 2018-09-30 | $16k | 250 | 64.00 |
| 2018-06-30 | $16k | 250 | 64.00 |
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