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iShares FTSE NAREIT Real Est 50 Ind shares owned by Arkadios Wealth Advisors

Quarter-by-quarter ownership of iShares FTSE NAREIT Real Est 50 Ind (USRT) shares owned by Arkadios Wealth Advisors from 13F filings

Historical chart of Arkadios Wealth Advisors investment in iShares FTSE NAREIT Real Est 50 Ind

Tip: Access up to 7 years of quarterly data

All positions including iShares FTSE NAREIT Real Est 50 Ind held by Arkadios Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares FTSE NAREIT Real Est 50 Ind by Arkadios Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.9M 29k 66.45
2026-03-31 $1.6M 27k 59.19

More positions owned by Arkadios Wealth Advisors

Apple Stock (AAPL)
Nvidia Corporation Stock (NVDA)
State Street Spdr S&p 500 Etf Etf (SPY)
Ishares Core S&p 500 Etf Etf (IVV)
Amazon Stock (AMZN)
Invesco Qqq Trust Series I Etf (QQQ)
Microsoft Corp Stock (MSFT)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Ishares S&p 500 Growth Etf Etf (IVW)
Jpmorgan Chase & Co Stock (JPM)
Micron Technology Stock (MU)
Alger Ai Enablers & Adopters Etf Etf (ALAI)
Franklin U.s. Large Cap Multifactor Index Etf Etf (FLQL)
Angel Oak Income Etf Etf (CARY)
Fidelity Total Bond Etf Etf (FBND)

View all positions for Arkadios Wealth Advisors

Top funds holding iShares FTSE NAREIT Real Est 50 Ind

BlackRock
Us Bancorp
Bank of America Corporation
Glenmede Trust Company
Northwestern Mutual Wealth Management Company
LPL Financial
Trust Co of Tennessee
Morgan Stanley
Savant Capital Management
HPM Partners
Rakuten Investment Management
Apollon Wealth Management
Disciplina Capital Management
Fifth Third Bancorp
Prime Capital Investment Advisors

View all funds holding iShares FTSE NAREIT Real Est 50 Ind