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iShares FTSE NAREIT Real Est 50 Ind shares owned by Biltmore Wealth Management

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

Historical chart of Biltmore Wealth Management 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 Biltmore Wealth Management 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 Biltmore Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $5.4M 99k 54.29
2023-09-30 $8.8M 187k 47.18
2023-06-30 $9.0M 175k 51.41
2023-03-31 $8.7M 172k 50.40
2022-12-31 $27k 163k 0.17
2022-09-30 $7.4M 155k 47.50
2022-06-30 $8.3M 155k 53.40
2022-03-31 $10M 158k 64.65
2021-12-31 $11M 159k 67.59
2021-09-30 $9.9M 169k 58.34
2021-06-30 $9.9M 169k 58.34
2021-03-31 $8.8M 169k 52.40
2020-12-31 $5.8M 119k 48.41
2020-09-30 $5.1M 117k 43.48
2020-06-30 $4.5M 116k 39.17
2020-03-31 $3.0M 55k 54.60
2019-12-31 $3.0M 55k 54.60

More positions owned by Biltmore Wealth Management

Select Sector Spdr Tr Indl (XLI)
Select Sector Spdr Tr Technology (XLK)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Pimco Etf Tr Shtrm Mun Bd Act (SMMU)
Select Sector Spdr Tr Sbi Cons Discr (XLY)
Select Sector Spdr Tr Sbi Cons Stpls (XLP)
Select Sector Spdr Tr Sbi Materials (XLB)
Select Sector Spdr Tr Sbi Int-utils (XLU)
Select Sector Spdr Tr Communication (XLC)
Select Sector Spdr Tr Energy (XLE)
Spdr Gold Tr Gold Shs (GLD)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Ishares Tr Cre U S Reit Etf (USRT)
Pimco Etf Tr Inter Mun Bd Act (MUNI)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)

View all positions for Biltmore Wealth Management

Top funds holding iShares FTSE NAREIT Real Est 50 Ind

Charles Schwab Investment Advisory
Us Bancorp
DiMeo Schneider & Associates
CI Private Wealth
Bank of America Corporation
Rsm Us Wealth Management
Mission Wealth Management
Wealth Enhancement Advisory Services
Charles Schwab Trust
Heritage Financial Services
Rockbridge Investment Management, LCC
HighTower Advisors
Advisory Alpha
HPM Partners
Financial & Tax Architects

View all funds holding iShares FTSE NAREIT Real Est 50 Ind