iShares FTSE NAREIT Resi Plus Capp shares owned by ValMark Advisers
Quarter-by-quarter ownership of iShares FTSE NAREIT Resi Plus Capp (REZ) shares owned by ValMark Advisers
from 13F filings
Historical chart of ValMark Advisers investment in iShares FTSE NAREIT Resi Plus Capp
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Quarterly reported holdings in iShares FTSE NAREIT Resi Plus Capp by ValMark Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $273k | 3.7k | 73.53 |
| 2023-09-30 | $300k | 4.5k | 65.94 |
| 2023-06-30 | $305k | 4.2k | 73.26 |
| 2023-03-31 | $329k | 4.7k | 70.62 |
| 2022-12-31 | $318k | 4.7k | 68.34 |
| 2022-09-30 | $301k | 4.2k | 71.92 |
| 2022-06-30 | $333k | 4.2k | 80.07 |
| 2022-03-31 | $397k | 4.1k | 95.87 |
| 2021-12-31 | $407k | 4.1k | 98.36 |
| 2021-09-30 | $355k | 4.2k | 85.46 |
| 2021-06-30 | $346k | 4.2k | 83.29 |
| 2021-03-31 | $307k | 4.1k | 74.10 |
| 2020-12-31 | $281k | 4.1k | 67.83 |
| 2020-09-30 | $254k | 4.2k | 60.94 |
| 2020-06-30 | $248k | 4.1k | 60.17 |
| 2020-03-31 | $224k | 4.1k | 55.21 |
| 2019-12-31 | $309k | 4.1k | 75.33 |
| 2019-09-30 | $296k | 3.7k | 79.42 |
| 2019-06-30 | $235k | 3.2k | 72.82 |
| 2019-03-31 | $228k | 3.2k | 70.74 |
| 2018-03-31 | $382k | 6.6k | 57.67 |
| 2017-12-31 | $596k | 9.6k | 62.25 |
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