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iShares FTSE NAREIT Resi Plus Capp shares owned by Strategies Wealth Advisors

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

Historical chart of Strategies Wealth 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 Strategies Wealth 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 Strategies Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $557k 7.7k 72.07
2023-12-31 $566k 7.7k 73.52
2023-09-30 $498k 7.5k 65.95
2023-06-30 $553k 7.5k 73.27
2023-03-31 $530k 7.5k 70.62
2022-12-31 $510k 7.5k 68.34

More positions owned by Strategies Wealth Advisors

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core S&p Us Gwt (IUSG)
Ishares Tr Core S&p Us Vlu (IUSV)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Msci Eafe Etf (EFA)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Vanguard Admiral Fds 500 Grth Idx F (VOOG)

View all positions for Strategies Wealth Advisors

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