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iShares FTSE NAREIT Real Est 50 Ind shares owned by Balboa Wealth Partners

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

Historical chart of Balboa Wealth Partners 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 Balboa Wealth Partners 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 Balboa Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $246k 4.0k 61.57

More positions owned by Balboa Wealth Partners

NVIDIA Corporation (NVDA)
Tesla Motors (TSLA)
Microsoft Corporation (MSFT)
Apple (AAPL)
Advanced Micro Devices (AMD)
Amazon (AMZN)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Meta Platforms Cl A (META)
Alphabet Cap Stk Cl C (GOOG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Large Cap Max Bu
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Taiwan Semiconductor Mfg Sponsored Ads (TSM)
Costco Wholesale Corporation (COST)

View all positions for Balboa Wealth Partners

Top funds holding iShares FTSE NAREIT Real Est 50 Ind

BlackRock
Us Bancorp
BlackRock
Glenmede Trust Company
Northwestern Mutual Wealth Management Company
Trust Co of Tennessee
Morgan Stanley
Envestnet Asset Management
Heritage Financial Services
CI Private Wealth
Thrivent Financial for Lutherans
Rsm Us Wealth Management
Kestra Investment Management
Wealth Enhancement Advisory Services
Mission Wealth Management

View all funds holding iShares FTSE NAREIT Real Est 50 Ind