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

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

Historical chart of CarsonAllaria 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 CarsonAllaria 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 CarsonAllaria Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.0M 36k 54.29
2023-09-30 $1.7M 36k 47.18
2023-06-30 $1.8M 36k 51.41
2023-03-31 $1.8M 35k 50.40
2022-12-31 $1.8M 37k 49.45
2022-09-30 $1.7M 37k 47.51
2022-06-30 $2.0M 37k 53.39
2022-03-31 $2.5M 39k 64.65
2021-12-31 $2.9M 42k 67.60

More positions owned by CarsonAllaria Wealth Management

Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Dimensional Etf Trust Us Equity Etf (DFUS)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Core Msci Intl (IDEV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Pimco Etf Tr Shtrm Mun Bd Act (SMMU)
Pimco Etf Tr Active Bd Etf (BOND)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Pimco Etf Tr Muni Income Opp (MINO)
Pimco Etf Tr Inter Mun Bd Act (MUNI)
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)
Spdr Index Shs Fds S&p Intl Smlcp (GWX)
Ishares Tr U.s. Real Es Etf (IYR)
Ishares Core Msci Emkt (IEMG)

View all positions for CarsonAllaria 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