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iShares FTSE NAREIT Resi Plus Capp shares owned by Summit X

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

Historical chart of Summit X 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 Summit X 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 Summit X

Quarter filed Position value Share count Share price at filing
2023-12-31 $272k 698 390.27

More positions owned by Summit X

Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
O'reilly Automotive (ORLY)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Tr Mbs Etf (MBB)
Ishares Tr Esg Awr Msci Usa (ESGU)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr TRS FLT RT BD (TFLO)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)

View all positions for Summit X

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