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Tobias Financial Advisors »

iShares FTSE NAREIT Resi Plus Capp shares owned by Tobias Financial Advisors

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

Historical chart of Tobias Financial 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 Tobias Financial 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 Tobias Financial Advisors

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$15M	181k	84.97
2025-06-30	$15M	179k	82.34
2025-03-31	$27M	312k	86.42
2024-12-31	$24M	294k	81.02

More positions owned by Tobias Financial Advisors

Spdr Series Trust Portfolio Agrgte (SPAB)

Ishares Tr Msci Intl Qualty (IQLT)

Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)

Vanguard Bd Index Fds Short Trm Bond (BSV)

Vanguard Index Fds Growth Etf (VUG)

Ssga Active Etf Tr Mult Ass Rlrtn (RLY)

Ishares Core Msci Emkt (IEMG)

Dimensional Etf Trust Internatnal Val (DFIV)

Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)

Ishares Tr Msci Usa Qlt Fct (QUAL)

Dimensional Etf Trust Us Large Cap Val (DFLV)

Ishares Tr Residential Mult (REZ)

J P Morgan Exchange Traded F Equity Premium (JEPI)

Dimensional Etf Trust Intl Small Cap E (DFIS)

Ishares Tr Rus 2000 Grw Etf (IWO)

View all positions for Tobias Financial Advisors

Top funds holding iShares FTSE NAREIT Resi Plus Capp

Morgan Stanley

Franklin, Parlapiano, Turner & Welch

Northwestern Mutual Wealth Management Company

Tobias Financial Advisors

Aprio Wealth Management

Cornerstone Planning Group

Evergreen Capital Management

Ameriprise Financial

Royal Bank of Canada

Van Eck Associates Corp.

Advisor Group Holdings

Raymond James Financial

LPL Financial

Ascension Capital Advisors

Buckingham Strategic Partners

View all funds holding iShares FTSE NAREIT Resi Plus Capp

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